SEAMFI Jump Start Wealth
Building Knowledge and Taking Action with Confidence
Welcome to Jump Start Wealth – Empowering Your Financial Future
Embark on your financial planning journey with Jump Start Wealth, a unique program designed for beginners seeking mastery in personal finance.
Our 5-month program offers a blend of recorded lessons, live group discussions, and personalized one-on-one financial planning sessions with a CFP® professional, tailored to provide comprehensive financial education and guidance without the pressure of selling financial products.
Our mission? To empower you with the knowledge and confidence needed to take control of your financial destiny!
Who Would Benefit from Jump Start Wealth
Why Choose Jump Start Wealth
How Jump Start Wealth Works
Each month you will receive emails with 4-6 lessons. Each lesson is only 8-20 minutes long by design to make this an easy learning experience.
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 Personalized Planning Sessions
Each month you get to meet with our CFP® professional for 45 minutes to strategize a tailored and practical action plan that meets your unique financial needs.
There will be tasks that will require your attention for 20-60 minutes each week.
These tasks are designed to help you absorb what you learned, prepare for the personalized financial planning sessions, and take action when needed.
What You Learn
Kick-off Call: Tuesday, February 27th @ 5pm PT
Invest in Your Journey with Jump Start Wealth
Our commitment is to provide clear, straightforward value for your investment. Here's how we structure our pricing:
Comprehensive Program Access:
- Monthly Pricing: For $600 per individual or $840 for dual income families, you're investing in a 5-month comprehensive journey towards financial clarity and empowerment.
- What's Included: This monthly fee ensures you have continuous access to all program features, including our exclusive educational content, live group discussions, toolkits, and personalized, one-on-one guidance, throughout the 5-month program.
- Designed for Learning: The program's structure is intentionally scheduled over 5 months for ease of learning and practical application, ensuring you absorb and apply each aspect of your financial education.
Tailored Add-On Sessions for Specialized Needs:
- Specialized Needs: While our comprehensive program includes educational content on a wide range of topics, we recognize that some clients may seek deeper, personalized planning in certain areas such as home purchases, college planning, stock options, RSUs, and ESPPs.
- Focused Guidance: Add-on sessions are available for an additional charge, catering to clients who require focused, one-on-one guidance on topics such as home purchases, college planning, stock options, RSUs, and ESPPs.
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.
Frequently Asked Questions
Begin Your Financial Planning Journey Today
Jump Start Wealth 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 1on1 Zoom meeting 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 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.