For busy families and professionals who want to work 1-on-1 with a CFP® certified financial planner.
Hourly financial planning and coaching service for individuals who wish to work 1-on-1 with a CFP® certified financial planner but only on 1-3 specific challenge areas.
The Project Based (Hourly) Financial Planning and Coaching Service is a mini version of the comprehensive program, designed to help you address challenges you encounter in specific financial situations.
Who would benefit the most
Getting Started Meeting
Discuss goals, needs, and logistical next steps.
A follow-up e-mail with next steps and a checklist of required items.
Research and Analysis
Planner prepares for the strategy session.
Recommendations and detailed action steps based on SEAMFI’s analysis will be discussed.
$300 / hour
- The fee is billed in 30-minute increments, with a minimum of 4 hours.
- Half of the fee is due at the beginning of the process and the remainder is due at completion of work.
- Project Based Financial Planning and Coaching Service fee can be credited toward initial planning fees should you sign up for Comprehensive Financial Planning and Coaching Service with SEAMFI within 6 months.