We Coach High-Income Professionals Ready to Think Differently
Our Clients Aren’t “Average”—And Neither Are Their Questions
Most financial advice is built for the middle of the bell curve. But what if you’re not there? We serve high earners—people with complexity, ambition, and real choices to make. They’re not looking for the latest hot tip. They’re asking:
Am I saving the right amount in the right places?
How much is “enough”—and how will I know?
What happens to my family if something happens to me?
Is my strategy aligned with how I want to live?
Common Profiles We Work With
Corporate Executives
Navigating equity comp, RSUs, deferred comp, and income replacement planning
Founders & Entrepreneurs
Balancing liquidity, lifestyle, reinvestment, and long-term family strategy
High-Income W2 Professionals
Engineers, physicians, consultants, and others with strong income and limited time
Young Professionals on a Growth Path
Up-and-comers referred by clients, looking for a long-term coaching relationship
Couples & Families Thinking Generationally
Wanting to make money a tool for education, opportunity, and intentional living
What They All Have in Common
Regardless of role or industry, our best clients share a few key traits:
They’re proactive, not reactive
They want financial coaching, not sales
They’re ready to think long-term—even if that means saying “no” to what’s popular
They want a partner to help them protect their family and grow with clarity
We call them ambitious adults. Not because of how much they earn, but because of how they think.
Who We’re Not a Fit For
If you’re looking for someone to:
Pick stocks or time the market
Sell you the “perfect” product
Just tell you what you want to hear
…you probably won’t enjoy working with us.
We coach clients to think critically and build financial strategies they can live with. Not hype, or hollow hope – just clarity and alignment.
Don’t See Yourself Here? Let’s Talk Anyway.
If you’re thoughtful, intentional, and open to coaching, we’re open to the conversation. We start with a simple question: How do you think about money?
Contact Us
Ready to start your financial coaching journey? Reach out to schedule your Philosophy Conversation with Sound Financial Group.
