Financial Planning and Coaching Services
For busy families and professionals who want to work 1-on-1 with a CFP® certified financial planner.
COMPREHENSIVE Service
Financial planning and coaching service for those who seek to utilize the full spectrum of SEAMFI’s high-touch services. Get ongoing guidance and unlimited access to a CFP® certified financial planner and coach.
Overview
Our comprehensive offering is a 12-month program. We provide thoughtfully tailored, objective and unbiased advice and easy to understand financial planning and coaching services designed to help you succeed in reaching your goals and realizing your dreams. Upon completing the program, you will have the knowledge, the experience, and the toolkits to become financially independent.
Who would benefit the most
Our comprehensive service is ideal for you if you are:
Program specifics
Our process
Foundation Period
First 3 months
This discovery period helps us get on the same page so we can understand your starting point and your short- and long-term goals, recommend action steps and fiscal habits, monitor progress, conduct reviews and provide feedback.
Transformation Period
Month 4 – Month 9
Accountability meetings and ongoing education that enable us to be agile and flexible in adjusting our approach based on emerging needs.
Flourish Period
Month 10 – Month 12
Reinforcement of positive habits, ongoing education, and discussion of next steps (beyond the program). Semi-Annual Reflect and Review session included.
Fee
$1,200-$4,500 upfront + $200-$450 /month for 1 year depending on complexity and needs
Project Based Service
Hourly financial planning and coaching service for individuals who wish to work 1-on-1 with a CFP® certified financial planner but only on 1-3 specific challenge areas.
Overview
The Project Based (Hourly) Financial Planning and Coaching Service is a mini version of the comprehensive program, designed to help you address challenges you encounter in specific financial situations.
Who would benefit the most
Individuals who want to target one or a few specific financial topics mentioned in “What We Cover: Topics” but are not ready for a more comprehensive financial planning and coaching.
Program specifics
Our process
Initial consultation
30-60 minute consultation to discuss your needs, concerns, current situation, and goals.
Follow-up e-mail
A follow-up e-mail with next steps and a checklist of required items.
Strategy session
30-60 minute “Analysis Results and Strategies” meeting. Recommendations and detailed action steps based on SEAMFI’s analysis will be discussed.
Fee
$300 / hour
- The fee is billed in 30-minute increments, with a minimum of 4 hours.
- Half of the fee is due at the beginning of the process and the remainder is due at completion of work.
- Project Based Financial Planning and Coaching Service fee can be credited toward initial planning fees should you sign up for Comprehensive Financial Planning and Coaching Service with SEAMFI within 6 months.