Our Services
Strategic Financial Planning Services to Inform and Empower Your Decision Making
Two Ways We Can Work Together
SEAMFI financial planning and coaching services are designed to empower individuals and their families to make smart, independent financial decisions - for now and for the future.
We have two programs: Comprehensive financial planning and hourly strategy session
SEAMFI Compass: 1-on-1 Comprehensive Financial Planning
Designed for clients who want to better understand their overall financial picture and strategize for a comfortable financial future. Includes professional, strategic guidance and coaching from an independent CFP® certified financial planner to set goals and implement the best strategies.
SEAMFI Compass is an ideal choice for clients looking for answers for questions like these:
- Am I on the right track to retire comfortably?
- I’ve been putting this off for too long - where do I even start?
- How can I be more efficient and effective at growing wealth?
- 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 Scope: Hourly Strategy Sessions
Designed for clients who wish to work one-on-one with a CFP® certified financial planner to focus on one of the following specific areas:
- Stock compensation review
- Tax planning
