• Skip to main content
  • Skip to primary sidebar

Free Webinar: Survive and Thrive Financially After a Layoff

Learn More
seamfi
  • Home
  • About Us
  • Services
    • Jump Start Wealth
    • Financial Planning
    • What We Cover
  • Speaking Engagements
  • FAQs
  • Contact

SEAMFI Compass

Comprehensive Financial Planning Services for Busy Tech Industry Professionals

Overview

Comprehensive Financial Planning and Coaching Service

SEAMFI Compass is a comprehensive financial planning offering designed for clients who want to gain a better understanding of their overall financial picture and strategize for a comfortable financial future.

With this service, you’ll receive professional, strategic guidance and coaching from a CFP® professional to set goals and detail the action steps needed to achieve those goals.

Like any successful project, planning for your financial present and future involves creating a plan of action, implementing the plan, and then monitoring the plan on an ongoing basis.

Phase 1

Create a Plan

Phase 2

Implement the Plan

Phase 3

Monitor the Plan

1) Create a Plan

Laying the Groundwork for Your Financial Future: Here you’ll work one-on-one with a CFP® certified financial planner to create a personalized financial plan based on your unique financial situation and goals. Our plan will cover the topics that matter to you. This phase typically lasts 2-3 months.

Process:

1. Onboarding

We learn more about you, your current financial situation, and your financial goals.

We also help you get acquainted with our financial planning platform and review logistical details.

We will also set expectations and discuss the next steps during the Getting Started Meeting.

2. Data Gathering

We will work together to obtain the detailed information and documents needed in order to prepare for the financial planning sessions.

The financial planner will review all the details and go over a list of questions with you during the Data Gathering Meeting.

3. Analysis and Planning Sessions

The financial planner will analyze and prepare to discuss findings and recommendations.

Different financial planning topics would be discussed at each of the 3 Planning Sessions.

Fees:

  • $6,000
  • 50% due upfront and the remaining 50% due after the final financial planning session

2) Implement the Plan

Armed with a Strategic, Thorough Financial Plan, It’s Time to Take Action: During this phase of the project, we’ll meet for monthly coaching and education sessions to give you the confidence and the knowledge to own and grow your own financial future. We’ll dive into specific action steps and provide encouragement and advice.

It’s important to note that not all SEAMFI clients turn to us for this project step. In fact, we often encourage clients to take action steps on their own. You can always reach out for help should you need it.

Process:

1. Initial Coaching Session

We discuss monthly implementation goals and logistical details.

2. Monthly Coaching Sessions

We usually meet once a month for accountability sessions.

The planner also provides education, guidance, and coaching to help the client achieve the implementation goals.

3. Final Coaching Session

This is a wrap-up session for celebrating and going over any other questions you might have for the planner.

Fees:

  • $600/ month

3) Monitor the Plan

Annual Check-ups to Maintain Financial Health: We recommend our clients reconnect with us after they’ve had the opportunity to put their newfound financial skills and training into practice. During these meetings we’ll discuss what’s working, the results you’re seeing, whether subtle changes are in order and whether you’re in an optimal position going forward.

This project step is for clients who opt for annual check-ins to review benefits and stock compensation, re-balance investments and discuss end-of-year tax planning.

Process:

1. Getting Started

We learn whether there are any updates and changes in your financial picture.

We will also set expectations and discuss the next steps during the Getting Started Meeting.

2. Data Gathering

We will work together to obtain up-to-date information and documents needed in order to prepare for the financial planning sessions.

3. Analysis and Planning Sessions

The financial planner will analyze and prepare to discuss strategies and the next steps.

The first planning session usually takes place in Nov-Dec and the other planning session takes place in Feb-March of the following year.

Fees:

  • $1,800 due upfront and $1,800 due after the final financial planning session
Sounds like what you’re looking for?

Primary Sidebar

Invest in your financial future. Join our newsletter and start learning today!

Please enter your name.
Please enter a valid email address.
Subscribe!
Something went wrong. Please check your entries and try again.

Ready to make a difference?

We are here to help.

Schedule Your Free Consultation
seamfi-logo-black
  • Home
  • About Us
  • Services
  • FAQs
  • Insights
  • Book a Consultation
  • Contact
  • Client Login

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.

Form ADV - Privacy & Disclaimer - Contact - Back to Top