Our Services
Strategic Financial Planning Services to Inform and Empower Your Decision Making
Two Ways We Can Work Together
Comprehensive Financial Planning - SEAMFI Compass
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 to questions like these:
- Am I on the right track to retiring 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?
Targeted Strategy Sessions - SEAMFI Scope
Hourly financial planning service for clients who wish to work one-on-one with a CFP® certified financial planner to cover one or two specific areas.
- Stock compensation review
- 401(k) and employee benefits review
- Investment portfolio review
