Apply
Apply for a Consultation
Engagements are application-based. We review each application individually and respond within 48 business hours.
Why Applications
The Application Process Exists to Protect Your Time
We do not offer open enrollment. Every engagement requires a minimum of 90 days of dedicated work — from both parties. Before either of us commits to that, we need to verify that the engagement model is suited to your situation.
Pricing is discussed after fit is confirmed — not before. This is deliberate. Our goal is not to sell you a service; it is to determine whether the service is appropriate for where you currently are.
If it is not, we will tell you directly. We would rather decline a misaligned engagement than accept one and deliver a poor outcome.
Submit Application
Complete the application form. It takes approximately 10–15 minutes. Answer directly — we are looking for clarity, not polish.
Review (48 Hours)
We review every application individually. You will receive a direct response within 48 business hours — either a confirmation of fit or a clear explanation of why the engagement is not suited to your current situation.
Alignment Call
If there is a fit, we schedule a brief alignment call to review the engagement structure, confirm your objectives, and answer any questions before proceeding.
Engagement Begins
Upon confirmation, the engagement is scheduled and the diagnostic phase begins. Day one of your engagement.
No Pricing on Application
Pricing is not discussed until fit is confirmed. The application is not a sales funnel.
No Pressure
If the engagement is not suited to your situation, we will say so and explain why. There is no follow-up sales sequence.
Direct Communication
All communication is direct — no account managers, no automated sequences, no sales teams.
Submit Your Application
The application takes 10–15 minutes. You will be asked about your current financial situation, your objectives, and what you have already tried. Be direct. We value clarity.
Apply for a ConsultationOpens in a new tab. Hosted on Google Forms. We respond within 48 business hours.
Service Description
Serafim Financial Performance provides 90-day financial coaching and educational services. The engagement includes a financial diagnostic, a custom plan built around your situation, bi-weekly 1:1 coaching sessions, weekly dashboard reviews, and a full documentation handoff at close.
This is not investment advisory, securities brokerage, tax advisory, credit repair, or debt settlement. No specific financial outcomes are guaranteed. Results depend on individual circumstances and execution.
Contact: contact@serafimperformance.com. Refund policy: full refund within 7 calendar days after the first completed session. Non-refundable thereafter. See full Refund Policy.
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.