Who is it for?
Sprout is designed to help you make sense of everything you know you should be doing but probably aren’t when it comes to your money. We’ll help you understand each financial component in your life (both the good and bad) and provide ongoing support as life happens (because it will).
We often work with people who are nearing retirement age who wish they had started the financial planning process much earlier on. We designed Sprout in order to have a better conversation with today’s young people about money so they are able to make informed decisions and be in a better place when it is time for them to prepare for retirement.
What to expect?
Budgeting. I know. I know. I know.
Cash flow and savings goals. Do I control my money or does it control me?
Debt. No one likes it. Let’s get out of it!
Major purchases. Let’s be savvy, not sloppy.
Investing. How to invest. Have a bunch of investment accounts? Let’s ensure each account is helping you toward your goals.
Emergency planning. Identifying how to protect those things you care about.
Employee Benefits. You know you have them. You know they exist. But how do you use them and when?
What is the Cost?
* There is no cost for your first appointment *
Year 1 Service Plan Includes:
|Meeting 1||Introductions and Information Gathering|
|Meeting 2||Budgeting, Debt and Savings Goals|
|Meeting 3||Investing and Emergency Plan|
|Meeting 4||Plan Implementation|
|Meeting 5||Review of Progress|
Once we’ve met and determined planning is appropriate, your investment is the following:
$200 upfront and only $50 per month
$200 upfront and only $75 per month
Did You Know?
You may not be ready for full-scale financial planning – and that’s okay! We have created opportunities for you to gain a better understanding of if you’re on track to retire and/or if your investments are being managed properly.
Are you on track to retire?
How are my investments performing?
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.