Getting Started

Our Approach Prioritizes Your Unique Financial Goals

Let's Begin Your Journey Toward Wealth Empowerment

At Sea Change, we work to help you prepare for the unexpected while protecting your financial future. Ultimately, our strategies are designed to strengthen your financial independence.

Our Planning Process Includes:

STEP 1.

Understanding Your Goals

Our relationship will begin with a one-on-one virtual or in-person consultation to get to know each other and establish a good fit. We’ll take this time to discuss any challenges you may be experiencing as well as your goals for the future.

STEP 2.

Developing a Plan

As we mutually decide to move forward with the planning process, we will develop and propose a plan to help you address your challenges and reach your goals. We’ll discuss our fee structure, agree on an engagement strategy and ongoing responsibilities, then work together to gather any necessary information.

STEP 3.

Remaining on Track

Upon implementing a strategic plan to enhance your financial and personal well-being, we hope to maximize efficiency on your path toward financial success. Our relationship will remain ongoing as we monitor your progress and ensure you remain on track in your goals and objectives.

Ready To Get Started?

We strive to help you develop financial habits that will benefit you in the long run. From the transition you’re experiencing currently to the longevity of your personal and financial wellness, we’ll help guide you to where you want to be.

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