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
Simple plans. Real progress. Start today.
Get the tools, coaching, and clarity you need to stop guessing and start making confident money moves
Check out Tools & Coaching
![[interface] image of finance software in use](https://cdn.prod.website-files.com/6875775c1559473effe433b5/690108663ceb9e2dc1e00d5d_fc435b66-1e99-4aed-9e4a-726c5202b3fc.avif)
Real Planners to Help you make real progress
Hear what real financial pros say about coaching.
.png)
"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.
Learning Library
Included in your subscription!
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.
![[interface] image of product feature interface (for an ai fintech company)](https://cdn.prod.website-files.com/6875775c1559473effe433b5/68f255ff5f44693480f0fc3f_14d3137c-4b2b-49ee-aaed-657c1d80bc39.avif)
