We’re passionate about helping you design a happier life.
Meet Xander
After working at one of the largest wealth management companies in the world, I realized the younger generation of investors were severely underserved. Having less than $100k in hand, they were pushed away by most advisors and their high fees. As a long time entrepreneur, I decided to found SFP to take on the early investors who were priced out of financial advice, and who wanted a fresh perspective on what a “good life” looks like, and how to get there. I’m so excited that you’re here, and can’t wait to put together a Seaworthy plan, to take you anywhere
Meet Phoebe
Phoebe is our CTO - Chief Treats Officer, and plays a huge role in boosting morale, and exercise around here! She’s a four year old rescue from the streets of Puerto Rico, and has been a joy to have around ever since she was adopted. She loves hikes, island hopping, and practically all outdoor adventures.
We can help.
Create systems to know yourself
How coherent is your life with your values? How can you jobs you never thought existed? How do you monitor your happiness? We’ll show you.
Build a investment strategy
Investing seems very intimidating, and it can be. With the right guidance, it’s something you can learn to understand, and use to enrich your life.
Start a life you enjoy
Life is full of challenges, and that will never change. Let’s make those challenges ones you enjoy working on, more often than not.