“Our mission is to empower people through affordable and unbiased planning, to gain purpose and freedom.”

We help you uncover your Purpose through thoughtful Planning.

By aligning your actions with your core values and supporting them with a sound financial framework, we create a path that is authentic and intentional.

Purpose gives direction, focus and resilience.

Partnering with Seaport Financial Education will help you live, not by chance, but by design.

"Only about 25% of American adults report having a clear sense of purpose." -NY Times

Lack of meaning or purpose commonly contributes to depression, addiction and anxiety.