SEAMFI Compass
Comprehensive Financial Planning Services for Busy Tech Industry Professionals
Overview
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.
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:
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:
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.
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.