Jump Start Wealth with MK
Master Your Money. Build Real Wealth.
Your Path to Financial Confidence Starts Here
Stop wondering about your financial future. Start mastering it with crystal-clear guidance from a CFP® professional who puts your interests first – no product pitches, just actionable financial wisdom.
Experience our complete approach to wealth building:
- Expert-crafted weekly video lessons delivered to your inbox
- Dynamic group discussions where real questions get real answers
- Private 1:1 financial planning sessions to craft your personal wealth-building roadmap
Available once per year, this unique program brings together financial education, community support, and professional guidance to help you build a stronger financial foundation.
Our mission: Empower you with the tools, knowledge, and confidence to take control of your financial future.
Ready to jumpstart your wealth journey?
Who Would Benefit from Jump Start Wealth
Why Choose Jump Start Wealth
Program Components
What You Learn
Kick-off Meeting: Tuesday, February 25th @ 5pm PT
Live Group Sessions:
- Kick-off Meeting: 2/25 (Tue) @ 5pm PT
Topics Covered:
- Annual Cash flows
- Savings ratio
- Net Worth
- Cash Balance
- Emergency Fund
- Financial goals
- Bonus: Home Purchase 101
Live Group Sessions:
- March Group Session: 3/25 (Tue) @ 5pm PT
Topics Covered:
- Pay Stubs
- Employee Benefits
- Risk Management 101
- Health Insurance
- Life Insurance
- Disability Insurance
- Other Insurance
- Estate Planning 101
- Bonus: Switching Jobs 101
Live Group Sessions:
- April Group Session: 4/22 (Tue) @ 5pm PT
Topics Covered:
- Investments
- 401(k)
- Review Tax Returns
- Smart Retirement Strategies
- Bonus: College Planning 101
Live Group Sessions:
- Wrap-Up Session: 5/20 (Tue) @ 5pm PT
Topics Covered:
- Bonus: Charitable Giving 101
1:1 Personalized Financial Planning Session(s):
- June 1-17, 2025
Two Paths to Jump Start Your Wealth
We offer two options for participating in the program:
Option 1
Learn to DIY
Ideal for DIYers seeking actionable strategies for real-life financial decisions.
Option 2
Include 1:1 Sessions
Ideal for those seeking personalized planning and one-on-one support from a CFP® professional.
Your Investment
Our pricing is designed to be transparent and reflective of the value and depth of guidance provided, ensuring you have the flexibility and support to navigate your financial journey with confidence.
Option 1
Learn to DIY
Ideal for DIYers seeking actionable strategies for real-life financial decisions.
Option 2
Include 1:1 Sessions
Ideal for those seeking personalized planning and one-on-one support from a CFP® professional.
This includes:
$300 upfront for access to lessons and monthly group discussions.
$600 per session for each of the four 1:1 financial planning sessions (totaling $2,400).
This includes:
$300 upfront per participant for access to lessons and monthly group discussions.
$840 per session for each of the four 1:1 financial planning sessions (totaling $3,360).
Optional add-on 1:1 sessions are available upon request in June.
Topics include retirement projection, home purchase analysis, college planning, RSUs and ESPP, and stock options.
Each session is $400. More details can be found in the FAQs.
If interested, please let us know by 5/20/25.
Frequently Asked Questions
About the Program
Jump Start Wealth with MK is a 3-4 month program designed to make learning manageable and actionable.
From March through May, you’ll complete lessons, engage in group discussions, and, if applicable, participate in 1:1 sessions to develop a personalized financial action plan.
Our program is 3-4 months long depending on whether you sign-up for Option 1 or Option 2. We start with the Kick-off meeting on 2/25/25 starts and ends with the Wrap-up session on 5/20/2025.
For those who sign-up for the 1:1 financial planning sessions, some of those sessions will take place during the first 3 weeks of June.
The deadline to sign-up is February 21st, 2025.
Participation and Requirements
Jump Start Wealth with MK is ideal for individuals who are :
- Somewhat new to financial planning: Taking their first steps in personal finance or seeking a deeper understanding of financial strategies.
- Curious and committed learners: Eager to learn about financial strategies and dedicated to applying them in their lives.
- Seeking unbiased guidance: Looking for advice from experts who aren’t selling financial products, ensuring recommendations are in their best interest.
- Aspiring to Financial Confidence: Aiming to make informed decisions and gain confidence in managing their wealth.
This program is designed to empower you with the knowledge and confidence to take control of your financial future.
There are no formal prerequisites, but you will get the most out of this experience if you are committed to completing each week’s lessons and participating in the group discussions.
For those signing up for the 1:1 financial planning sessions (Option 2), completing the weekly tasks is required so we can prepare for your personalized sessions.
We also ask that you communicate proactively and frequently when needed. Our goal is to help you complete the program successfully, and we’re here to assist you. Please let us know how we can best support you.
Lastly, while not required, it’s helpful if you are familiar with or open to using Google Sheets, Google Forms, Google Docs, and Zoom.
This program may not be the best fit if:
- You are looking for stock picking ideas.
- Your student loan and credit card debt exceed your annual income.
- You hold significant equity compensation exceeding $300,000 or 2x your annual income.
- You own more than one rental property.
- You need detailed 1:1 planning in all these topics: retirement, home purchase, college planning, and stock options.
- You are thinking of retiring in less than 5 years.
- If you are a couple and only one person wants to participate. You can still sign-up for Option 1(lessons + group discussions) but you cannot sign-up for the 1:1 sessions
If any of these apply, please schedule a 1:1 session to explore other options that might better suit your needs.
Yes, group discussions are a core part of the program. They help reinforce lessons through discussion, provide a supportive space to ask questions, and help prepare you for the next set of lessons.
We understand life happens! If you can’t attend a session due to unforeseen circumstances, please notify us in advance so the group doesn’t wait unnecessarily. Since this is a small group program, everyone’s participation is key to fostering a supportive and meaningful experience for all members.
We encourage you to attend all group discussions, as they are an integral part of the program. If you must miss a session due to unforeseen circumstances, we kindly ask that you let us know in advance. A recording of the group session will be sent to you so you can stay up to date.
Yes, you’ll need to complete the assigned tasks before each session. Typically, these tasks take no more than two hours per month. The details you provide in these tasks allow us to tailor personalized advice to your situation.
Occasionally, additional tasks may be required based on your specific needs, such as researching the cost basis of non-retirement investments to prepare for discussions on investments and tax planning.
Yes, couples are welcome to join the program together! The program offers a dual-income option under Option 2 (Include Personalized Guidance), which includes four 1:1 financial planning sessions tailored to your shared financial goals.
For Option 1 (Learn to DIY), each participant would need to enroll separately.
Yes, your satisfaction is important to us.
We offer a full refund if you decide the program isn’t the right fit within the first 30 days of your experience. This ensures you can explore the program risk-free and determine if it aligns with your goals.
If you wish to request a refund within the first 30 days, please contact us at jumpstartwealth@seamfi.com to initiate the process.
What to Expect
You will receive recorded lessons via email each week.
Each lesson is intentionally kept short to make learning easy and manageable.
In total, completing these lessons will take no more than one hour per week.
There are 4 live group discussions in total. The program begins with a Kick-Off session on 2/25/2025 and ends with a Wrap-Up session on 5/20/2025. The full schedule can be found in the What You Learn section.
These live sessions are 45 minutes long and take place on Tuesdays at 5 pm PST.
During these discussions, we review lessons, answer questions, and prepare for the next month’s material.
These discussions are designed for small groups to encourage active participation and engagement.
For those who sign-up and complete the tasks, you get to meet with our CFP® professional for 4 sessions, each for 45 minutes to strategize a tailored and practical action plan that meets your unique financial needs.
Our expectation is that you will complete the weekly tasks and will reach out to us if you need assistance.
Our goal is to help you complete the program successfully, and we will do our best to assist you. We would look to you for guidance on how we can best assist you.
If you sign up for Option 2 and complete the required tasks, you’ll meet with a CFP® professional for four 45-minute sessions. In these sessions, your CFP® professional will review your financial details, provide personalized recommendations, and collaborate with you to outline strategies tailored to your unique goals and priorities.
Completing the weekly tasks is essential, as they provide the information needed for our analysis and personalized recommendations. We encourage you to stay on track and reach out if you need assistance to ensure you get the most out of your tailored advice.
Weekly tasks are designed to help you absorb what you’ve learned and prepare for actionable steps. These will usually be worksheets that you can fill out during the program. They’re also valuable resources you can refer back to and use in the future when managing your finances on your own.
For those who signed up for Option 2, these tasks also prepare you for personalized financial planning sessions.
Most tasks take 15–30 minutes each week.
For those who sign-up for Option 2, you can also sign-up for add-on 1:1 financial planning sessions to strategize based on your unique planning needs for the following topics:
- Retirement Projection: Recommended for clients in their 50s
- Home Purchase Discussion: For clients who are interested in purchasing a home or a rental property in the near future
- College Planning Discussion: For clients with children
- RSUs and ESPP Discussion: For clients receiving RSUs from their employer or participating in the company’s ESPP
- Stock Options Discussion: For clients receiving stock options from employers
Each session is 30 minutes long ($400/session) and takes place in June. Please notify us by 5/20/2025 if you wish to participate.
You can always reach out via email with questions or for guidance. We’re here to help you successfully complete the program.
Logistics and Time Commitment
We recommend setting aside:
- 1 hour per week for lessons.
- 15–30 minutes per week for tasks.
You’ll receive an email with links to the lessons each week.
Each lesson is intentionally short to make the learning process easy and engaging.
Yes, you’ll have access to the lessons until the end of June.
This timeline encourages you to complete the program while maintaining focus and momentum.
We also recommend taking personal notes while watching the lessons to ensure the lessons are uniquely yours.
Yes, but with conditions:
- You can always switch from Option 2 (Personalized Guidance) to Option 1.
- Switching from Option 1 to Option 2 is allowed until the end of March.
Begin Your Financial Planning Journey Today
Jump Start Wealth with MK is here to guide you every step of the way.
Are you ready to take control of your financial future?
Take the first step by scheduling your complimentary Discovery Session via Zoom today.
This is more than just a meeting; it's the beginning of a personalized journey where we'll discuss your financial aspirations and how Jump Start Wealth with MK can help transform them into achievable goals. After our session, you'll receive all the necessary details and onboarding information to smoothly continue your journey with us.