Take charge of your money, one milestone at a time. Get real guidance, real progress, and real peace of mind — without the overwhelm.
Ditch the stress. Get real support, smart tools, and a plan that fits your life – no lectures, just progress.
Curious about how it works? Learn more
No suits, no jargon, just help that meets you where you are. Select the level of guidance that works for you.
Simple plans. Real progress. Start today.
Kickstart your money journey with the essentials.
Pay monthly until canceled.
More support, more flexibility, more wins.
($480 value)
Go all-in for serious money moves.
($880 value)
($1,680 value)
Get the tools, coaching, and clarity you need to stop guessing and start making confident money moves
Hear what real financial pros say about coaching.
Sr. Wealth Manager
S.E.E.D. Planning Group
M2 is about helping you understand all your pieces to get the puzzle put together.
Sr. Retirement Navigator
S.E.E.D. Planning Group
Money Milestones provides a solid foundation to make all the rest of the challenges you may face in life easier.
Financial Planner
S.E.E.D. Planning Group
The best way to predict the future is to create it. With Money Milestones, you are building a skillset and knowledge base that will pay dividends (literally!) as you learn how to manage your assets, grow your investments, and make the choices that will create the strongest financial future for you.
Sr. Wealth Manager
S.E.E.D. Planning Group
In this fast-paced world full of comparisons and highlight reels it is often difficult to gauge whether you are doing the right things financially. M2 provides you with the tools to succeed by giving you structure and clarity around your financial behaviors while allowing you to set and achieve goals through an ongoing relationship.
Sr. Wealth Manager
S.E.E.D. Planning Group
Today you can access so much information at your fingertips that tells you all the right things to do. But what is the right thing for your money and life? Money Milestones will help you unlock your right things!
Sr. Wealth Manager
S.E.E.D. Planning Group
M2 gives people the structure and accountability they need to follow through on their goals. It’s easy to put things off, but having someone to check in with and talk through ideas keeps momentum going and helps turn intentions into action.
Your journey to financial confidence starts here. Explore answers to common questions and take the first step toward stress-free money management.
Utilize our DIY tools and self-paced Learning Library and, for those who want expert guidance, add a Savologist. Just getting started? Try our Premium Plan which includes credit report tracking and account aggregation. Serious about taking control of your financial life? Try the Get Serious Package, designed to consistently help you build knowledge and connect you with a Savologist to ensure you keep you on track to hit your next Money Milestone.
Whether you need a one-time checkup, have something big you are trying to work through over the next 3-6 months, or would benefit from consistent monthly improvements, we are here to help you set and surpass Money Milestones.
You choose the planning that works for you.
You will receive an introductory email outlining next steps and how to establish your Savology account. If you have already created a user account, we will upgrade your subscription to unlock any applicable additional features within 1 business day.
Sign up for any M2 services and we’ll upgrade you to the full access Savology subscription. We do have to push some buttons to make it happen, so you should expect the update with your introductory email within 1 business day.
Money Milestones focuses on behavioral change, growing your knowledge, and accountability. The goal is to help you build strong financial habits and make informed decisions. A Financial Planner or Wealth Manager offers comprehensive, strategic planning. They typically work with clients who have complex financial needs, such as retirement planning, estate structuring, tax optimization, and investment management.
The primary difference between the two is that M2’s job is to “guide” you through analysis and decision-making processes, during which you do the financial management work. Whereas a Financial Planner or Wealth Manager’s job is to do the financial management work for you and provide personalized service regarding how to improve your personal situation and objectives, including those financial concepts that are beyond your own personal execution capabilities.
We’re kind of sticklers on not wasting time, but life happens. We get it and we’ll work with you if you can give us 24 hours heads up before canceling or rescheduling. If you think you might have an issue, the best practice is to contact your Savologist immediately to work on alternative arrangements.
Please Contact Us to submit your inquiry. We strive to respond within 1 business day.
Your Savologist is here to help you get the most out of your M2 subscription. They are trained extensively on the Savology platform are help you understand how to take advantage of all the resources which are available, how to stay on track with your goals, and what to do next to reach your next Money Milestone.
Use Login for Savology. Use Manage my subscription for billing. Use Contact us for scheduling and questions.
Included in your subscription!
This eye-opening video explores the history, current challenges, and possible changes ahead for one of America’s most debated financial systems. Learn why relying solely on Social Security could be risky and discover smart strategies to protect your financial future at any age.
Watch the full video to get informed and take control of your financial planning.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
You have questions, we have answers. Blogs designed to help you get more out of your money and life.
It is easy to make mistakes when you’re just getting started, especially when
They say insurance isn’t purchased, it’s sold. Within the insurance industry are some
Starting out in your career, the idea of negotiating your salary can feel
