SEEDs of Hope




Our goal is to teach organizations how to solve problems themselves by instilling a belief that any group has the capacity to do this. We do so by teaching organizations how to identify and align their teams’ strengths to build on the ideas of others, rapidly identify solutions to problems, how to continually measure success and pivot when necessary.

We realize not every organization has the time or desire to devote to this training. For those groups, we can lead facilitation sessions to get them started, which include:


  • One hour complimentary assessment of your company culture
  • Team leadership development, problem-solving and solution-focused workshops 

Financial Literacy

We believe that financial literacy should start long before adulthood. Using interactive exercises, we teach the building blocks to youth:


  • Opening a bank account, how does a debit card work and who has access to your money
  • What to do with your first paycheck and why saving is important
  • Budgeting with goals in mind
  • How to establish credit and understanding credit cards
  • Why you need to save for retirement when you’re a teenager and the power of compound interest
  • Understanding required payroll deductions 
  • How to finance college 

Coaching in Sustainable
Fundraising for Nonprofits

We believe that nonprofits are a vital component for a robust community. We coach nonprofits to adopt best practices in sustainable fundraising. When nonprofits are confident in future funding, they build community as they expand services which usually requires job creation and they become economic drivers to local economies. Our coaching will help with:


  • Development of donor-focused fundraising initiatives, individual giving programs, and planned giving strategies
  • Investment stewardship assessment and guidance (free Investment Policy Statement template below)

Complimentary Investment Policy Statement (IPS)

An IPS is a policies and procedures manual designed to protect an
organization from breaches of fiduciary duty which leads to the mismanagement of institutional funds.

This document has been developed and made available to provide basic guidance to

your Board of Directors, Investment Committee, and key decision makers.
*Addendums B and C are available. Addendum A will be available in the near future*


S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.

If you have any questions regarding Compliance and Regulatory information contact us.