About
Founder-Led. Results Focused.
Most people don't have an income problem. They have a structure and accountability problem. That's what we fix.
Philosophy
Our Approach
Financial performance — like operational performance in any other domain — is determined by the quality of the underlying systems, not the intensity of the effort applied against poor ones. High earners who consistently underperform against their income almost always have a systems problem, not a motivation problem.
Serafim Financial Performance was built around a simple observation — most professionals who are financially behind aren't behind because they lack income or discipline. They're behind because no one ever helped them build the right system. We're here to fix that.
Analytical
We analyze your current financial situation and build your custom financial system using actual data.
Structural
We build a system you can follow without having to think about it every day.
Accountable
We have bi-weekly sessions to track your progress and address problems directly when they come up.
Transferable
Everything we build together is yours. Your financial system is yours to keep.
Fit
Who This Engagement Is Designed For
This engagement is not suited for every situation. It is designed for a specific profile of professional. The application process exists to verify alignment before either party commits.
Well-Suited For
- —You earn consistently but have little to show for it
- —You're not sure where your money is actually going each month
- —You have multiple accounts or income sources but no clear system
- —You want accountability, not just advice
- —You're making a big financial move and want to be prepared going into it
Not Designed For
- —Anyone looking for investment advice or asset management
- —Anyone in a crisis situation requiring debt settlement or legal help
- —Anyone seeking tax preparation or CPA-level guidance
- —Those looking for a group program, course, or self-paced curriculum
- —Situations requiring licensed financial advisory or fiduciary services
Location
Texas, United States
Engagements conducted remotely
Entity
Serafim Financial Group LLC
Texas LLC
Applications Are Reviewed Individually
Submit an application for review. We respond within 48 business hours with a clear assessment of fit.
Legal Disclosure
Serafim Financial Performance is a financial coaching and educational service operated by Serafim Financial Group LLC, a Texas limited liability company. We are not registered investment advisors, fiduciaries, licensed financial planners, broker-dealers, credit repair organizations, debt settlement companies, or tax advisors. We are not regulated by the SEC, FINRA, or any state securities authority.
Nothing on this website, in our coaching sessions, in our materials, or in any communication constitutes investment advice, securities recommendations, credit counseling, tax guidance, or any form of regulated financial service. All content is provided for educational and informational purposes only.
We make no representations, warranties, or guarantees regarding specific financial outcomes, results, or performance. Individual results vary based on personal circumstances, decisions, commitment, and factors outside our control. References to financial concepts such as compounding, cash flow, and surplus are educational in nature and do not constitute promises, projections, or guarantees.
Engaging with Serafim Financial Performance does not create a fiduciary relationship. You remain solely responsible for all financial decisions you make.