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.
  • Our small group sessions and the 1-on-1 sessions support deep learning.

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

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

Interested in signing up?