Complete your online profile, sync your accounts, and get matched with an advisor who fits your situation.
Like couples counseling for your relationship with money. Your advisor reviews your profile to figure out where you are today, and what goals you have for tomorrow.
The deep dive
After your new financial plan is ready, your advisor presents an in-depth review, with action items to improve your financial health.
Stay on track
As you work through your plan, Grove helps you keep an eye on your accounts, see your spending habits, and track your goal progress online.
Anytime “life” happens, we’ll adjust your plan and offer new advice to help keep you on track.
Critical to an effective strategy, a solid financial foundation is where to begin. These are the keys that will unlock future goals.
We analyze your current investment portfolio and create a reallocation plan to align it with your risk tolerance and time horizon.
We recommend low-cost funds from institutions like Vanguard, and give you personalized, simple to-do’s to help guide you while implementing our recommendations.
A deep dive into your current cash flow will help determine how much you could be saving each month, and what types of savings accounts are a good fit.
There's huge opportunity in having equity — but it can also be overwhelming. We make sure our members fully understand their equity, and create a stress-free strategy to help them navigate it.
First, we help you understand how your equity fits into your finances and how to diversify your holdings.
We help you strategize what to do first with money generated from selling your stock — like paying down high interest debt.
Then we figure out how the remaining money can accelerate your progress towards other goals, like buying a house.
The path to homeownership can be challenging, especially in competitive markets like the Bay Area and NYC. We’ll help you understand your options, and figure out what makes sense for you.
We help you plan for the cost of buying a home, like setting aside a down payment and enough money to cover closing costs and taxes.
We guide you in choosing the best type of account to fund your home purchase, weighing considerations like risk, timeline, and taxes.
One of life’s happiest events, and the reason you’ll eventually go gray. From doctors and daycare, to insurance and setting aside money for college, we’ll help with the big picture so you can focus on every little moment.
We help you plan for costs associated with having children, like prenatal costs, adoption fees, and first year expenses like food, diapers, and clothing.
We show you how to start saving money for college while minimizing taxes.
We review your life insurance coverage and offer suggestions on how much is appropriate for your family.