Financial Planner & Coach
Financial Planner & Coach
We provide financial planning and coaching services to inform and empower your decision-making — giving you the knowledge, strategies, and confidence to grow your own wealth. - MK Lee, CFP®
Fee-Only financial planner located in Tacoma, WA, serving clients locally and across the country
MK Lee is a Tacoma, WA fee-only and fiduciary financial planner helping professionals in the tech industry build strong and agile financial futures.
MK focuses on education and action. So many financial planning topics such as investments, tax consequences, and smart retirement strategies can feel overwhelming and intimidating. She translates those details into easy-to-understand concepts and actionable plans.
Also, MK's practice specializes in investment strategies surrounding equity compensation with a deep understanding of the unique opportunities (and many decisions) that stock compensation recipients face.
MK Lee 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.
MK Lee is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
SEAMFI is a fee-only and fiduciary financial planning and coaching firm helping professionals in the tech industry build strong and agile financial futures.
We provide financial planning and coaching services to inform and empower your decision-making — giving you the knowledge, strategies, and confidence to grow your own wealth.
- Have you recently changed jobs or received a promotion?
- Experiencing another life-changing event such as marriage or the birth of a child?
- Is your employer preparing for an IPO or M&A?
- Have you simply been procrastinating too long?
Our expertise lies in helping you make smart, independent financial decisions — for now, and for the future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Equity Compensation
- Tech Industry Professionals
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
MK Lee is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
MK Lee is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
MK Lee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
MK Lee is a Member of The Western Washington Financial Advisors Network, a group of independent, fee-only financial advisors who are passionate about helping our clients reach their goals
MK Lee is Quoted in the New York Times: "Life After Layoffs: A Financial Guide. How to get a handle on your finances after being let go from your job."
Contact MK Lee
1102 A St
Tacoma, WA 98402