SweetMoney provides financial counseling to help people align their personal values with their financial decisions. Services include budgeting, debt management, investing and savings plans, addressing emotional and communication issues related to money, and assistance with financial decisions. SweetMoney does not manage client assets or sell investment/insurance products, but helps clients make investment decisions within employer-sponsored retirement plans, IRAs, and college savings plans.
Fee Structure
SweetMoney does not manage investments directly. Instead, SweetMoney provides advice on how to invest in employer-sponsored retirement plans, individual retirement accounts (IRAs), and college savings plans. SweetMoney recommends diversified portfolios of low-cost mutual funds.