What We Do
We provide financial planning and coaching services to inform and empower your decision-making — giving you the knowledge, strategies, and confidence to grow your own wealth.
Have you recently changed jobs or received a promotion?
Experiencing another life-changing event such as marriage or the birth of a child?
Is your employer preparing for an IPO or M&A?
Have you simply been procrastinating too long?
Our expertise lies in helping you make smart, independent financial decisions — for now, and for the future.
What Makes SEAMFI Different
We build financial independence.
We’re not traditional investment consultants.
We don’t earn commissions for steering you toward a particular investment vehicle, we don’t sell funds or insurance and we don’t take a percentage of your money.
As a fee-only, fiduciary firm, we bill for our time and expertise — and spend that time helping you understand how to help yourself.
And, because our services are 100% virtual, we can work with you wherever you happen to be working.
How We Help
We are your personal financial trainer.
Maybe you have engaged a personal trainer at the gym to understand your fitness goals, teach you how to perform the exercises, and then both cheerlead and hold you accountable. SEAMFI operates in a similar way.
First, we learn about your goals, your aspirations, and your passions.
Next, we work with you to formulate a financial plan to help you realize those goals and fund your passions.
And just like your trainer, we’re here to empower you, not to judge. When you’re all fit and powered up, you may not need us any longer. Of course, you may come back for a check-up every so often to ensure your financial life stays in top shape.