The Process
How We Operate
Here is exactly what working together looks like.
1:1 Sessions
Bi-Weekly
Dashboard Reviews
Weekly
Response Time
48 Hours
Engagements
Limited Capacity
Phase One
Financial Diagnostic
Before we build anything, we need to understand your financial ecosystem. We look at your income, where your money is going, where your time is spent, and what's working against you.
Phase Deliverables
- —Full review of your income and monthly cash flow
- —Breakdown of where your money is actually going
- —Review of all existing debt and obligations
- —Identification of your primary financial bottlenecks
- —Baseline report documenting your current situation
Phase Two
Building Your Plan
Once we understand your situation, we build a custom system around it. Not a template — something built specifically for you.
Phase Deliverables
- —Custom financial plan built around your specific situation
- —Debt payoff sequence based on your actual numbers
- —Clear rules for where your money goes each month
- —Weekly tracking dashboard set up for your situation
Phase Three
Addressing What's Working Against You
Once we identify what's draining your finances, we go to work fixing it.
Phase Deliverables
- —Identify and remove unnecessary recurring expenses
- —Address high-interest debt directly
- —Adjust the plan based on what's actually happening
- —Mid-engagement review to measure progress
Phase Four
Staying on Track
As time goes on, we make sure the plan is working, adjust anything that isn't, and set you up so you don't need us indefinitely.
Phase Deliverables
- —Regular check-ins to review progress
- —Final review of everything we built together
- —Full documentation package — everything is yours to keep
- —Clear next steps so you can continue without us
Ready to Apply?
Engagements are application-based. Submit your application and we will respond within 48 business hours.
Apply for a ConsultationLegal 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.