Sprout
Who is it for?
Sprout is a financial planning program providing comprehensive financial planning and investment advice for individuals and couples, between the ages of 19 and 30 years, who are getting started with financial planning and investing.
What if your planning needs are beyond Sprout or you are chasing the F.I.R.E. Movement?
Consider Sprout if you’ve ever asked the following questions:
- How do I balance saving for retirement with repaying debt?
- How do I get started investing?
- Should I be saving Roth or Pre Tax?
- Should I refinance, consolidate, or change the repayment plan on my student loans?
- Where should I be directing any money that is accumulating in savings each month?
- How do I evaluate the financial impact of a job or career change?
- How do I combine finances with my spouse/partner?
Planning Includes
- Understanding your monthly expenses
- Building up your savings and setting goals
- Managing debt and student loans
- Making good investment decisions
- Creating and maintaining proper legal documents and coordinating with your beneficiary designations
- Choosing workplace benefits in coordination with your financial plan
- Evaluating the role of life insurance
What is the cost?
- $1,520 (you can start with $200 down after meeting then $110 a month for the remainder of the year)
