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

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 tech industry 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 earned her MBA from The University of Chicago Booth School of Business.

Throughout her career, MK 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 she enjoys the relaxed culture and the natural splendor of the Pacific Northwest. She is passionate about keeping a work/life balance and to that end is a frequent traveler who prioritizes spending time with family and friends.

Full bio can be found in LinkedIn.