Milestones, not maybes

Money Milestones was created by S.E.E.D. Planning Group, a fee-only Wealth Management firm to assist in the mission of helping people overcome the challenges that are keeping them from achieving financial freedom.

Financial success starts with education, clarity, and confidence. Money Milestones helps you take control of your money, make informed decisions, and build lasting financial habits.  

Money milestones objectives

Empower Clients
Bridge the advice gap
Differentiate in the marketplace
Make scalable impact

Empower clients

You cannot be empowered if you don’t know the rules of the game. S.E.E.D. Planning Group designed Money Milestones to show you how and explain the why in personal finance.

Bridge the advice gap

Many people don’t yet need or aren’t in the situation where they can afford full-service Wealth Management delivered by highly skilled and compensated practitioners, but they still have questions and appreciate help making sound financial decisions.

Differentiate in the marketplace

Quality PLUS accessibility, education, and trusted guidance. Money Milestones is designed by real wealth managers to help you tackle your next milestone. Our objective is to help you grow so that one day you may be a great wealth management prospective client.

Make scalable impact

You have the idea you could use some guidance on financial matters, but are unsure if you need one-time help, ongoing coaching, or full-fledged financial planning. The M2 Financial Coaching program is designed to make unbiased financial guidance accessible to anyone seriously interested in achieving financial freedom.

Why Money Milestones coaching?

Rooted in the values of transparency, empowerment, and expertise, M2 Financial Coaching is powered by real financial pros with real experience building and administering financial plans. We understand what it will take to get you to your next Money Milestone.

Why a Coach from Money Milestones might be the best investment you ever make

Strong Ethical Foundation and Fiduciary Commitment. Provided by a company that puts people before profits.

Fee-only guidance. You pay a flat fee for M2 Financial Coaches to point you in the right direction. You will never purchase a financial product or any investment through Money Milestones.

Proven Planning Expertise Across Life Stages. Money Milestones coaches are real financial planners who have already tackled whatever challenges which might lie ahead of you.

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What you'll gain with Money Milestones coaching.

Clarity around your financial goals and priorities.

Tools to help you make informed decisions.

Expertise to make sure you know what you think you know and while learning things that you don’t.

Skills to improve your budget, savings, debt management, investment plan.

Whether you are just starting out, building up assets, or planning for retirement, Money Milestones meets you where you are, designed to help you get where you want to go.

Advantages for someone considering signing up for Money Milestones.

Behavioral Transformation and Empowerment.

Money Milestones focuses on modifying habits, improving confidence, and reducing stress around money resulting in measurable gains in financial knowledge and behavior.

Personalized, Goal-Oriented Planning.

Money Milestones help clients set goals and create actionable plans tailored to their unique financial situations.

Accountability and Ongoing support.

Money Milestones Coaches help you understand some of the nuances of financial topics and help you increase the likelihood of setting and achieving realistic goals.

Improved Financial Literacy.

Clients gain practical skills and insight in areas such as budgeting, debt management, saving, and investing, empowering them to make informed decisions independently.

Cost-Effective coaching.

Instead of paying for a professional to provide comprehensive financial planning and/or wealth management, you step into the driver’s seat with dedicated tools and a support team. Yes, you have to do more of the work, but the money you save can help provide you with a meaningful financial boost, especially for individuals and families with lower amounts of assets, people just starting out, or for the DIY types.

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