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Client Promise

Welcome to Your SEED Client Resource Center

Welcome to the SEED Family.

We’re honored you’ve chosen SEED to be part of your financial journey.

Whether you’ve been with us for years or are just beginning your relationship with our team, this page was created to help you get the most from your partnership with us. Here you’ll find important information about what you can expect, how to connect with our team, and answers to many of the questions clients ask throughout the planning process.

Together, we’ll work to help you overcome the challenges preventing you from enjoying greater financial freedom.

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Additional Resources

  • Our Client Promise

One Promise. Six Principles.

At SEED, we believe financial advice should be guided by these six principles
in every relationship we build.

Fiduciary

We put your interests first and strive to do what’s right, not what’s easy.

01

Personalized

Your goals, values, and circumstances are unique. Your advice should be too.

02

Proactive

We’re committed to helping you identify opportunities and challenges before they become problems.

03

Educational

When questions arise, you’ll have access to a team that genuinely cares and is ready to help.

05

Long-Term

We’re not focused on transactions. We’re focused on building lasting relationships that evolve alongside your life.

06

01

Fiduciary

We put your interests first and strive to do what's right, not what's easy.

02

Personalized

Your goals, values, and circumstances are unique. Your advice should be too.

03

Proactive

We're committed to helping you identify opportunities and challenges before they become problems.

04

Educational

We want you to understand why recommendations are being made so you can make informed decisions.

05

Responsive

When questions arise, you'll have access to a team that genuinely cares and is ready to help.

06

Long-Term

We're not focused on transactions. We're focused on building lasting relationships that evolve alongside your life.

How We Work Together

Discovery & Understanding

We learn about your goals, values, concerns, and what success means to you.

Planning & Recommendations

We develop personalized recommendations tailored to your circumstances.

Implementation

We help coordinate the actions necessary to move your plan forward.

Ongoing Guidance

As life changes, we continually review, adjust, and refine strategies to keep you on track.

Frequently Asked Questions

Wealth management clients have a personalized review schedule and will normally have 1-3 review meetings per year, along with any additional meetings that are needed to cover life events.

We review progress toward your goals, discuss changes in your life, evaluate planning opportunities, and make recommendations where appropriate.

Contact us as soon as possible. Events such as retirement, inheritance, job changes, business sales, relocation, marriage, divorce, or the loss of a loved one can significantly impact your financial plan.

You can schedule directly with your planner or by contacting any member of our Client Experience Team at service@seedpg.com or 607-217-5091, option 0.

Whenever possible, please give three business days prior notice when rescheduling or canceling a meeting. This helps your planner better use that time to help someone else. To reschedule, contact your planner or our Client Experience Team can help you with this. Their email is service@seedpg.com or you can call 607-217-5091, option 0. Please allow up to one full business day for a response.

Absolutely, we encourage it. Great planning often includes collaboration with the other professionals involved in your financial life.

A program similar to credit card points, where clients get points based on the amount of money they have managed by SEED. These points may be used towards tuition discounts at select colleges.

Disclaimer: Sage Tuition Rewards is a separate company. We do not control Sage, nor do we have any control over how or when you use their services. We provide access to the program for clients as a courtesy. Points do not have a cash value.

Call 607-217-5091. You can talk to your planner, a member of our Client Experience team, or anyone on our operations teams. Everyone will help you! To protect against fraudsters, we NEED to speak to you verbally to process a request. If you leave a message, we will call you back. Please be prepared to provide your full name, where the funds are (Fidelity, Schwab, Nationwide, Aspire, etc.), and the last four of your Social Security number.

You can call our Operations Team at 607-217-5091 and press option 0 when presented with automated options, or you can email at service@seedpg.com. Please allow up to one business day for a response.

Please reach out to your planner for support. We will need a voided check or a letter on bank letterhead including your full name, routing, and account number.

If you have set up a Stripe account with us, you can login using this link: S.E.E.D. Planning Group LLC Billing. Alternatively, you can email tdodd@seedpg.com.

1- You should only receive requests from Adobe, DocuSign through Fidelity, Fidelity’s digital platform, DocuSign through Schwab, or Schwab’s digital platform.

2- Fidelity and Schwab will prompt you to log in to your accounts for verification.

3- Adobe will require a password, which should have been provided already by our Operations Team.

CAUTION: A lot of fraud starts with signature requests via email. If you are not expecting to sign something or it is not clear what you are signing, contact us first so we can help.

Click on the blue “Read the Message” button. Select “sign in with a one-time passcode” and a code will be sent to your email. Leaving the webpage open, retrieve and enter the email.

Use your Orion or eMoney client portal whenever possible. If you need assistance accessing your portal, contact your planner.

Need assistance?

View our complete team directory with direct contact information and department responsibilities.

View Contact Directory

We're Here When You Need Us

Life doesn’t happen according to a schedule. When questions arise, opportunities appear, or circumstances change, we want you to know you’re never navigating them alone.

Our goal is to provide the guidance, support, and accountability needed to help you move confidently toward your next financial milestone.