An Inside Look at Financial Planning at S.E.E.D. Planning Group - EP. 166
Ditch the Suits - Your Money, Your Life · Travis Maus
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Show Notes
We're diving deep into the world of financial planning with our awesome guest, Jeff Chase! Jeff is Vice President of Financial Planning and a Senior Wealth Manager at S.E.E.D. Planning Group.
This episode shines a spotlight on the critical importance of choosing not just a financial planner, but the right firm that supports them. We discuss how organizations can make or break your financial journey, focusing on the concept of "bench strength"—essentially, what happens when your go-to planner is unavailable or out of the office.
Plus, we’ll explore the evolution of financial planning at S.E.E.D. and how we cater to a diverse range of clients, from those just starting to those with serious wealth.
Takeaways:
- Understanding the difference between a financial planner and the actual 'real deal' planner is crucial for your financial health and peace of mind.
- The importance of bench strength in financial planning teams is highlighted, as not having a backup during your planner's vacation can lead to chaos.
- Choosing a financial planning firm is like finding a medical practice; you need a cohesive team that communicates well and puts your interests first.
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About Jeff Chase
Jeff is the Senior Vice President of Financial Planning at S.E.E.D. Planning Group, a fee-only financial firm committed to acting in its clients' best interests as a fiduciary.
He joined S.E.E.D. in 2020 and is a key member of the firm's leadership team. He currently oversees and leads the financial planning team which consists of nine financial planners and wealth managers.
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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
About Your Host:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.