1. Contextual, Not Generic, Learning. Move beyond one-size-fits-all advice. Our curated learning events tackle the real questions people face, like “Should I count on Social Security for my future?” or “What retirement saving strategies actually work for me?” with context, nuance, and actionable insights. Each session is designed to supplement your coaching experience, helping you ask better questions and understand the ‘why’ behind financial decisions.
2. Empowerment Through Understanding. We break down complex topics like Social Security, Roth conversions, retirement income, debt strategies, etc. so you can confidently navigate your options. Learn how to personalize your planning, avoid generic advice, and adapt to life’s changes with clarity and intention.
3. Real-World Perspective from Trusted Experts. Drawing on decades of experience helping people get more out of their money and life, sessions are led by Travis Maus, CEO of S.E.E.D. Planning Group, a fee-only Wealth Management firm, and host of Ditch the Suits, a podcast dedicated to helping you get more out of your money and life. Get the same perspective and guidance trusted by wealth management clients, now available to you through your Money Milestones Subscription.
4. Practical Tools for Every Stage of Life. Whether you’re planning for retirement, building wealth in your 20s and 30s, or navigating financial independence, the Ditch the Suits Academy helps you understand your numbers, diversify your accounts, and adjust your strategy as life evolves. Discover how to minimize dependence on uncertain benefits, maximize your savings, and enjoy the journey, without fear or confusion. Ready to Take Control? Ditch the Suits Academy is more than just financial education, it’s your partner in building a future that fits you. Gain the confidence, clarity, and flexibility to make the most of your money, no matter where you are on your journey.
Ready to Take Control? Ditch the Suits Academy is more than just financial education, it’s your partner in building a future that fits you. Gain the confidence, clarity, and flexibility to make the most of your money, no matter where you are on your journey.


Take charge of your money, one milestone at a time. Get real guidance, real progress, and real peace of mind—without the overwhelm.
Curious about what you could be doing better? 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.
INCLUDED WITH COACHING SESSIONS
CORE FEATURES
Build a personalized M2 Plan
Track your Money Milestones
Compare Scenarios
Budget and income planning
Access to self-paced financial education
Monthly meetings with a dedicated financial coach
Includes 12-month access to M2 University
Core features
Monthly meetings with a dedicated PREMIUM financial coach
Designed to give you guidance on more complex financial scenarios
Includes 12-months access to M2 University
Get the tools, coaching, and clarity you need to stop guessing and start making confident money moves
Check out Tools & Coaching
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Real Planners to Help you make real progress
Hear what real financial pros say about coaching.
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"Financial coaching 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."

"Financial coaching provides a solid foundation to make all the rest of the challenges you may face in life easier."

The best way to predict the future is to create it. With financial coaching, 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.

"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. Financial coaching 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 with a professional."

"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? Coaching will help you unlock your “right things!”

"Financial coaching is helping you understand all of your pieces to get the puzzle put together."
Frequently asked questions
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 financial coach. Just getting started? Try our M2 Basic coaching level. Complicated situation? The M2 Premier coaching level is for you. Need a reality check? Yep, we do that too regardless of what level you choose.
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 coaching, we are here to help you set and surpass Milestones.
You choose the coaching level and number of sessions that works for you.
Your M2 Coach is a real person with a real support staff behind them. They are here to guide you through the new client onboarding process. Within 1 business day of enrolling, you will receive an email outlining how to schedule and how to gain access to your M2 University which includes a personalized, full access Savology account. In addition, we strive to connect with you on a brief introductory phone call to ensure you get scheduled for your first M2 Coaching session, as well as answer any questions you might have regarding your Savology account. Because we use real people, and not chatbots to help you, there may be times when our initial call out to you may be delayed. In those situations, we will send you an email confirming that you have not been forgotten and to let you know if there are any steps that you can take to expedite scheduling.
Sign up for a M2 Coaching session 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. If by some chance we miss that you completed the Report Card, feel free to remind us so you don’t have to re-enter your info!
A Financial Coach focuses on behavioral change, growing your knowledge, and accountability. Their 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 a Financial Coach’s job is to “coach” 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 48 hours heads up before canceling or rescheduling. If you think you might have an issue, the best practice is to contact your M2 Coach immediately to work on alternative arrangements.
Please Contact Us to submit your inquiry. We strive to respond within 1 business day.
Your coach is a member of the exclusive Wealth Management division of S.E.E.D. Planning Group, a fee-only Wealth Management firm. You get access to your coach’s knowledge, and they have access to all of S.E.E.D. Planning Group’s Financial and Investment Planning expertise.
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Learning Library
Advanced learning for big Money Milestones

Unlock Your Financial Confidence with Ditch the Suits Academy, your gateway to practical, real-world financial education, curated by the experts behind the Ditch the Suits podcast and S.E.E.D. Planning Group, a fee-only wealth management firm. Whether you’re just starting your financial journey or looking to refine your retirement strategy, the Ditch the Suits Academy delivers the knowledge and perspective you need to make smarter decisions about your money and your life.

Unlock Your Investment Confidence with Sift Stack Academy. You want to sift through all the investment noise and get better investment results. The experts behind the Sift Stack podcast and Sift Investment Management want to help you do just that! Whether you’re a novice or looking to refine your investment strategy, the Sift Stack Academy delivers the knowledge and perspective you need to make smarter investment decisions.

Cut through the jargon and learn financial planning-related technical skills with the M2 Academy. Designed especially for subscribers by the financial experts behind Money Milestones and S.E.E.D. Planning Group, a fee-only wealth management firm, the M2 Academy helps finance become less difficult. Whether you're brand new to financial planning or consider yourself advanced, the M2 Academy is designed to help you level up your game and reach many more milestones.
You have questions, we have answers. Blogs designed to help you get more out of your money and life.