Questions Worth Asking

You’re thoughtful about your money. We respect that. Below are the most common questions we get from people before they work with us.

What to Know Before You Work with Us

We’re not in the product business. We’re in the coaching business. We work alongside our clients to help them think clearly about money—and align their financial decisions with the life they want.

No minimum is required to schedule a first conversation. If we can’t offer a full engagement, we’ll still provide triage advice and resources to help you move forward.

We serve high-income professionals, executives, and business owners—many earning six figures and managing increasing complexity in their financial lives. What they share is a desire to be proactive and intentional.

Our Philosophy & Process

It’s a one-hour conversation where we share how we think about money, risk, and long-term decision-making—without asking you for any personal financial information. It’s how we both determine fit.

If you’re interested in continuing, we’ll schedule an application meeting. You’ll complete a short questionnaire, and we’ll walk through your financial picture together before making an engagement offer.

Nope. If we don’t hear from you, we won’t chase you. You’ll receive our monthly emails, and the door will remain open if and when you’re ready.

Fees, Fit, and Follow-up

We charge an upfront planning fee and/or ongoing asset management fee depending on the engagement. You’ll always know the cost before you commit.

You’ll still receive value. If we’re not the right fit, we’ll provide practical guidance to help you take your next steps—and we hope you speak positively about the experience.

We think strategy beats products over time, so we lead with coaching and advice. From there we help you find the best implementation strategies and products aligned with your long term goals, whether that is within SFG or elsewhere. If you have preexisting relationships we can integrate with them, if you want us to do the legwork for you we are happy to help. As a fiduciary RIA we are bound to always be looking out for your best interest.