What We Do
SEAMFI is a financial planning and coaching firm dedicated to serving busy families and professionals who want to become financially independent.
At SEAMFI, we understand that your time is as important as your money.
We listen and transform complex financial concepts into straightforward and practical solutions that work for you.
Our goal is to guide you in taking actions that build a strong financial foundation. We educate and empower you to gain control over your finances, build wealth efficiently and effectively, and develop the right type of money management skills.
Financial independence means having the confidence and skills to use money as a tool instead of the end goal. It means your money works for you, enabling you to live a rich and fulfilling life.
Our approach may be right for you if:
How Is SEAMFI Different
We look at the forest and the trees
We believe your investment portfolio is one of many parts of the bigger picture. We encourage you to get clear and answer, “What am I working so hard for?” and based on our discovery, we tailor expert advice, resources and strategies to help you achieve the true end goals.
We focus on both now and your future
We help you to realize your dreams through actionable goals and daily actions, but we also want to remind you to enjoy the present moment. The life happening right this moment is equally important as the better life you are building. We free up your time to enjoy and appreciate the “now” while building an amazing financially independent future!
We honor your time
Our implementation strategies are offered in a flexible structure that fits into your busy schedule. We recognize that your time is precious, and since we work virtually, we can schedule phone calls or video conference meetings when it’s convenient for you, even during what others would consider non-office hours. If you work 10-12 hour days and would rather discuss personal financial matters on the weekends, we can definitely arrange that!
We are action-oriented
We are dedicated to your financial success! Our service is not just delivering “a plan” or information. We guide and support you in becoming financially empowered and independent every step of the way. We intentionally design our implementation strategies to be practical and easy to follow-through.
We create an experience optimized for you
We combine cutting-edge technology and web-based software to make your financial planning process as convenient and painless as possible – and a personal touch that guides you in upgrading your financial habits and developing your knowledge. We want financial independence to be an amazing experience. We will educate you, challenge you to up-level your habits, and support you in taking daily actions that transform your financial life.
We are fee-only
SEAMFI is a fee-only fiduciary firm. Our fee-only structure means that you are never pressured into decisions you don’t feel comfortable with. We don’t make a commission on our investment suggestions. We don’t receive compensation of any kind from anyone except our clients. We don’t sell products and there are no hidden fees. This allows us to provide the best objective and unbiased advice, and create comprehensive financial strategies aligned with your goals.
Knowledge is important, but action delivers results. We educate and empower you to make smart financial decisions and guide you through thoughtful and practical implementation strategies that help you move steadily toward wealth and financial independence.