MK Lee (CFP®)
MK Lee focuses in the
following client markets or areas of practice:
- Corporate Executives
- Financial Psychology/Coaching
- Generation X
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Women's Financial Planning Issues
- Corporate Executives
- Financial Psychology/Coaching
- Generation X
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
How is our approach different?
We look at the forest and the trees
While many financial advisors focus on investments, we believe your investment portfolio is one of many parts of the bigger picture. We encourage you to get clear and answer, “What am I working so hard for?” and based on our discovery, we tailor expert advice, resources and strategies to help you achieve the true end goals.
We focus on both now and your future
We help you to realize your dreams through actionable goals and daily actions, but we also want to remind you to enjoy the present moment. We free up your time to enjoy and appreciate the “now” while building an amazing financially independent future!
We honor your time
Our implementation strategies are offered in a flexible structure that fits into your busy schedule. We recognize that your time is precious, and since we work virtually, we can schedule phone calls or video conference meetings when it’s convenient for you.
We are action-oriented
Our service is not just delivering “a plan” or information. We intentionally design our implementation strategies to be practical and easy to follow-through.
We create an experience optimized for you
We combine cutting-edge technology and web-based software to make your financial planning process as convenient and painless as possible – and a personal touch that guides you in upgrading your financial habits and developing your knowledge.
We are fee-only
SEAMFI is a fee-only fiduciary firm. We don’t receive compensation of any kind from anyone except our clients. We don’t sell products and there are no hidden fees.
Additional Information
MK is a CERTIFIED FINANCIAL PLANNER™ professional and a financial life coach who provides step-by-step guidance for busy families and professionals to realize their wealth, career, retirement, and bucket-list goals.
Prior to founding SEAMFI, MK worked as a trusted advisor in New York and the Bay Area for high net worth clients, including individuals featured on the Forbes 400 Billionaires list.
She has guided many families in balancing their current needs with their future goals. She provides services related to budgeting and cash flow management, investments, retirement planning, estate planning, and clients’ philanthropic interests.
MK and her family live in Tacoma, WA, where MK enjoys the laid back culture and the natural splendor of the Pacific Northwest. She is passionate about lifestyle, and is a frequent traveler who prioritizes spending time with family and friends.
Full bio can be found in LinkedIn.
NAPFA Start Date
March 13, 2019