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SEAMFI Jump Start Wealth

Building Knowledge and Taking Action with Confidence

Take Control of Your Finances and Build Wealth

SEAMFI Jump Start Wealth is designed for clients who want to gain a better understanding of their overall financial picture and strategize for a comfortable financial future.

  • We teach you the basics of wealth building.
  • We provide guidance on how to take action.
  • Our CFP® professional will be working with you from start to finish to build a financial plan that is tailored to your needs.

Say goodbye to procrastination and hello to confidence as you take action toward your financial goals!

Money Education and Coaching Financial Planning

What You Get

  • Learning without the overwhelm: Our small bite-size lessons, live group discussions, and the 1-on-1 sessions with our CFP® professional are designed to help you understand what you need to know and the why for building wealth.
  • Achieving more by taking action: Knowledge is vital, but it’s only half of the battle; the other more important half is taking action on what you have learned. Our 8 month program (from March to October) includes ongoing coaching to help you take action with confidence.
  • Tailored financial plan that meets your needs: Everyone's financial picture and future goals are unique. Thus, how things you learn would apply to your specific needs would be different.  The 1-on-1 sessions with our CFP® professional are meant to address such needs.
  • Tools and system: We provide financial planning templates, worksheets, and assessment reports. We also walk you through the importance of each financial planning topic, so you have the systematic framework you can take with you for your future reference.
  • Special bonus materials: This is teamwork and we are here to support you every step of the way so you can complete the program. We will celebrate your achievements with additional bonus tip sheets, checklists, and money behavior assessments.

How It Works

  • Our 8-month program (from March to October) covers all of the main wealth building topics through the small bite-size lessons.
  • Our process is designed for easy learning, practical action plans, and personalized solutions.
  • Following are the key components of the program:

Lessons

Each month you will receive emails with 3-6 lessons. Each lesson is only 5-10 minutes long by design to make this an easy learning experience.

Group Discussions

We meet once a month for a group discussion. This live session is 45 minutes long and will take place on a Tuesday at 5 pm PST. A detailed schedule can be found down below.

We meet as a group to review the lessons and go over your questions. We also prepare for the following month's lessons.

Monthly Tasks

There will be tasks that will require your attention for 30-60 minutes each week.

These tasks are designed to help you absorb what you learned, prepare for the 1-on-1 financial planning sessions, and take action when needed.

Monthly 1-on-1 Sessions

Each month you get to meet with our CFP® professional for 30 minutes to strategize a tailored and practical action plan that meets your unique financial needs.

Comprehensive Financial Planning

This offering is for clients who have completed the monthly tasks and wish to take their financial planning discussion to the next level with tailored strategy sessions regarding retirement projections, charitable giving, home purchase, college planning, and other unique planning topics while holistically reviewing what was discussed during the March - September monthly planning sessions.

We meet twice in October for comprehensive financial planning sessions. Each planning session is 45 minutes long.

Equity Compensation Discussion

Many of our clients receive equity compensation. Thus, we allocate June for equity compensation discussions.

For those who do not receive equity compensation, you get to take a break in June.

What You Learn

  • We focus on the most important and fundamental topics for wealth building during the first 3 months (March - May).
  • June is when we work on understanding equity compensation. Clients without equity compensation have the option to take a break.
  • July through September is when we try to cover as much ground as possible while continuing to emphasize the topics that would be relevant for most clients.
  • Comprehensive financial planning sessions take place in October. We review your financial picture holistically and cover other unique planning topics that are relevant to your needs but were not discussed in the previous months.
  • Details for each month can be found below:

Kick-off Call: Tuesday, March 7th @ 5pm PT

March

Topics Covered:

  • Cash flows
  • Savings ratios
  • Financial goals
  • (optional: Introduction to money mindfulness)

Live Group Sessions:

  • Kick-off Meeting: 3/7 (Tue) @ 5pm PT
  • March Group Session: 3/27 (Tue) @ 5pm PT
April

Topics Covered:

  • Net worth
  • Emergency fund
  • Liabilities

Live Group Sessions:

  • April Group Session: 4/24 (Tue) @ 5pm PT
May

Topics Covered:

  • Investments
  • 401(k)

Live Group Sessions:

  • May Group Session: 4/22 (Tue) @ 5pm PT
June

Topics Covered:

  •  Equity compensation (for clients who receive equity compensation)

Live Group Sessions:

  • June Group Session: 6/26 (Tue) @ 5pm PT
July

Topics Covered:

  • Tax returns
  • Pay stubs
  • (Bonus: Charitable giving 101 education)

Live Group Sessions:

  • July Group Session: 8/1 (Tue) @ 5pm PT
August

Topics Covered:

  • Employee benefits
  • Risk management
  • Life insurance and disability insurance
  • (Bonus: Home purchase 101 education)

Live Group Sessions:

  • August Group Session: 8/28 (Tue) @ 5pm PT
September

Topics Covered:

  • Estate planning 101
  • Wrap up
  • (Bonus: College planning 101 education)

Live Group Sessions:

  • September Group Session: 9/25 (Tue) @ 5pm PT
October

Topics Covered:

  • 2 personalized financial planning sessions
  • Includes retirement projections, personalized charitable giving advice, personalized home purchase discussion, personalized college planning discussion, unique financial planning topics, and holistic review of what was discussed from March through September

Program Pricing

  • $400 each month March - September ($600 for couples)
  • $800 for the comprehensive financial planning sessions in October ($1,000 for couples)

Frequently Asked Questions

When is the deadline to sign up?
The deadline to sign-up is 2/20/2023.
How long is this program?

Our program is 8 months long. It starts in March and ends in October.

Enrollment closes on 2/20/2023.

Are there any prerequisites for this program?

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 tasks.

We also ask that you be open to communicating proactively and frequently whenever needed. 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.

Lastly, it would be helpful (but not required) if you are familiar with or open to using Google Sheets, Google Forms, Google Docs, and Zoom.

How much time should I set aside for this program?

We recommend you set aside ~2 hours each week for the lessons and your tasks.

What are the next steps after I graduate from the Jump Start Wealth program?

Some clients wish to reconnect regularly after completing the program.

We created the Cruise Control program to meet the needs of such clients.

SEAMFI Cruise Control program is an annual review session for clients who opt for annual check-ins to review benefits and stock compensation, re-balance investments, discuss end-of-year tax planning, and strategize for the new year.

Full details of the SEAMFI Cruise Control program will be shared with clients who complete the Jump Start Wealth program.

Where do I contact with questions?

Contact us at jumpstartwealth@seamfi.com if you have any questions.

Interested in signing up?

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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.

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