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Our Services

Strategic Financial Planning Services to Inform and Empower Your Decision Making

Two Ways We Can Work Together

We have two programs: Jump Start Wealth and Compass.

Both of our programs are designed for clients who want to understand their overall financial picture better and strategize for a comfortable financial future by working with an independent CFP® certified financial planner from start to finish.

Our programs are an ideal choice for clients looking for answers to questions like these:

  • How can I be more efficient and effective at growing wealth?
  • I’ve been putting this off for too long - where do I even start?
  • Am I on the right track to retiring comfortably?
  • I have many financial and life goals. How can I make them work?
  • I have been looking for an independent CFP® certified financial planner who focuses on providing advice, guidance, and education and who doesn't sell financial products. Who can I talk to?

SEAMFI Jump Start Wealth

This option would be a good fit for clients who can commit to an 8-month program to learn the fundamental building blocks of wealth building, strategize a plan of action tailored towards their financial planning needs, and take action with confidence with guidance and coaching from an independent CFP® certified financial planner.

Financial Planning and Wealth Building Education Program
Learn more about SEAMFI Jump Start Wealth

SEAMFI Compass: 1-on-1 Comprehensive Financial Planning

This option would be a good fit for those who need more flexibility around scheduling and need a more hands-on approach from a financial planner.

comprehensive-service-cogwheel-white-background
Learn More About SEAMFI Compass

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SEAMFI, LLC is a Registered Investment Advisor in the State of Washington and California. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

© 2023 SEAMFI, LLC. All Rights Reserved.

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