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.
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.
