Welcome to Grove, Paychecks & Balances listeners!

Get $100 off financial planning.

Enjoy $100 off your first year with Grove. We’re an online comprehensive financial planning service that provides honest, straightforward financial advice and helps you build a strategy for your money.

Note: get started using the links on this page so we’ll know to apply the offer when you join.

The first step is to learn more about Grove by signing up for an online intro session hosted by one of our Certified Financial Planners®. Meet an advisor, see a sample plan, and ask questions. No commitment!

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You've got the goal. We've got the plan.

Like a personal trainer for your money

The knowledge of a CFP®

We’re Certified Financial Planners™, experts at looking at your whole financial life. And we’re actual people who will get to know you — because you’re more than your name and account balance.

A plan for life’s big events

Thinking about buying a house? Getting ready to start a family? Looking to make your money go further? We’ll help you understand the impact on your finances and guide you on next steps.

Modern tools. Smarter price.

We’ve compiled decades of research to create a robust financial planning engine that enables our advisors to give you personalized advice at a fraction of the cost of a traditional advisor.1

Not just 9 to 5

It’s true: money never sleeps, and your money doesn’t take weekends off. Neither do we. Email, chat, or text us anytime (seriously!) with questions.

Fiduciary

Grove is a Registered Investment Advisor and we hold ourselves to the fiduciary standard of care — to act solely in your best interest when offering personalized financial advice. In addition, the creation of your financial plan will be overseen by a Certified Financial Planner™.

Grove’s Certified Financial Planners™ provide honest, straightforward advice to help you achieve your goals.

In addition to collaborating with you to create a financial strategy, we can help answer questions about your important money moments.

  1. Buying a home

    Does it make more financial sense for me to buy a home, or is it possible to build equity while renting?

    How large of a down payment is needed, and does it actually make sense to pay more towards my principal each month?

    In addition to the mortgage, what associated fees or costs should be planned for?

  2. Managing your equity

    How might equity impact my ability to meet my short and long term financial goals?

    What should I be thinking about as my company approaches an IPO?

    How can I best manage a sudden windfall?

  3. Starting a family

    How do you plan for childcare and education costs?

    How will the uptick in regular recurring expenses impact monthly cash flow and other financial goals?

    How should insurance coverage and emergency funds be adjusted?

Schedule a demo

Questions about Grove? Schedule a demo and understand if we’re right for you. Or, check out our frequently asked questions