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.
Say goodbye to procrastination and hello to confidence as you take action toward your financial goals!
What You Get
How It Works
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.
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.
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.