S.G.P.™ Private Financial Education Mentorship
Financial knowledge is one thing. Building a system around your life is another.
Private financial education.
Accountability.
Implementation.
Progress.
This Is More Than Another Financial Class
Knowing what to do with money and actually doing it consistently are two different things.
The S.G.P.™ Private Financial Education Mentorship was created for individuals who are ready to move beyond simply consuming financial information and begin building practical, repeatable systems around their money.
This is ongoing financial education, mentorship, accountability, and implementation support built around the principles of Keep It Simple Financial Growth® and the S.G.P.™ system.
To be clear
Only 5 Active Memberships
Enrollment is intentionally limited to five active members. Because every member receives direct mentorship and focused attention from the founder of Keep It Simple Financial Growth. This program is currently operated by one mentor, and the membership limit protects the quality of:
- Private sessions
- Accountability
- Preparation
- Response time
- Educational support
- Member experience
When all five memberships are filled, enrollment closes.
Check AvailabilityActive Membership Capacity
Maximum of five active members at any time. When all seats are filled, enrollment closes until a position becomes available.
Membership Benefits
What Membership Includes
Two Private Mentorship Sessions Per Month
Two 60-minute private financial education mentorship sessions every month.
Topics may include:
- Budgeting systems
- Cash-flow awareness
- Saving strategies
- Debt-management education
- Financial goal development
- Financial habits and mindset
- Wealth-building principles
- Investing fundamentals
- Understanding financial products
- S.G.P.™ system education
Monthly Accountability Check-In
One additional 20–30 minute progress check-in every month.
We review:
- What you accomplished
- Where you struggled
- What needs to improve
- Your next financial action steps
Monthly Action Plan
Each month you leave with a clear educational action plan built around:
The cycle:
- Learn
- Apply
- Track
- Review
- Improve
Educational Resources
Members may receive applicable educational materials.
May include:
- Worksheets
- Financial calculators
- Goal trackers
- Budgeting exercises
- Educational examples
- S.G.P.™ resources
- Financial literacy materials
Between-Session Email Support
Members may submit reasonable financial education questions between sessions.
Normal response target:
- Within 2 business days
Quarterly Progress Reviews
Every quarter, we step back and review your overall progress, what has been built, and where to focus next.
We assess:
- Financial systems built
- Knowledge gained
- Goals achieved
- Areas to continue developing
- Next quarter priorities
Deeper S.G.P.™ Framework Education
Ongoing deeper education around financial systems and the S.G.P.™ — Self Growing Portfolio framework.
Covers:
- Stability layer — emergency savings, cash reserves, high-yield savings
- Engine layer — brokerage accounts, Roth IRAs, index funds, income-producing assets
- Defense layer — insurance, risk management, basic estate planning
How It's Structured
Program Structure
Months 1–3: Core Mentorship Phase
The initial 3-month commitment is the core mentorship phase — focused on education, implementation, accountability, and building a stronger financial system. This is where the foundation gets built.
After the Initial Commitment
After the initial 3-month commitment, clients who want or need additional support may continue the mentorship on a month-to-month basis.
The goal is not to rush clients through the material. Clients can progress at a pace that allows them to understand, apply, and become more confident with what they are learning.
How This Differs from Tier 3
This is not the Wealth Foundation Intensive
The Wealth Foundation Intensive (Tier 3, $150) is a structured 4-week financial education program — four 60-minute live sessions covering wealth foundation, investing, income expansion, and execution. The S.G.P.™ Private Financial Education Mentorship ($299/month) is a separate, ongoing program providing continued education, accountability, and implementation support beyond the structured tier programs. These are two distinct offerings.
Is This Right for You?
This Program May Be Right for You If…
The Philosophy
The Goal Is Not Dependence
The goal of this mentorship is not to make you financially dependent on a mentor. The goal is to help you develop enough knowledge, confidence, discipline, and structure to make increasingly informed financial decisions on your own.
Investment
Founding Membership
Initial 3-Month Commitment
Founding members who maintain continuous enrollment retain their $299 Founding Member Rate.
Future enrollment may be offered at a higher price.
Only five active memberships are available.
Enrollment Process
How Enrollment Works
Submit
Complete the private mentorship enrollment form.
Application Review
Your application is reviewed to determine whether the program is a good fit.
Acceptance
Approved applicants receive an invitation to enroll.
Complete Enrollment
Review the program terms, educational disclaimer, recurring billing authorization, and participation expectations.
Activate Membership
Activate your $299 monthly membership.
Complete Your Intake
Complete your financial education intake information before your first session.
Begin Your Mentorship
Schedule your first private S.G.P.™ mentorship session.
Access & Scheduling
Member Access and Scheduling
- Two 60-minute private mentorship sessions per month
- One 20–30 minute accountability check-in per month
- Reasonable educational email support between sessions
Sessions must be scheduled during available mentorship appointment times.
Unused sessions do not automatically roll over into future months unless otherwise approved.
Members should provide at least 24 hours' notice when rescheduling whenever reasonably possible.
The program does not provide 24/7 support or unlimited messaging.
Billing & Cancellation
Membership Terms
Membership is $299 per month with an initial three-month commitment.
The first payment is due when enrollment is activated.
After completion of the initial three-month commitment, membership continues month-to-month unless canceled.
Recurring payments are automatically processed using the payment method authorized by the member.
If payment fails, access to program services may be suspended until the account becomes current.
After the initial commitment has been completed, members may cancel future monthly renewals before the next scheduled billing date.
Cancellation stops future renewals but does not automatically create a refund for a billing period that has already begun.
Payments are generally non-refundable once the applicable service period has begun, except where required by law or where Keep It Simple Financial Growth LLC determines otherwise.
Members who cancel a Founding Membership and later return are not guaranteed the previous Founding Member rate or immediate availability.
Educational Disclaimer
The S.G.P.™ Private Financial Education Mentorship and all services provided by Keep It Simple Financial Growth LLC through this program are intended solely for financial education, financial literacy, mentorship, coaching, accountability, and general informational purposes.
Participation does not create an investment-advisory, brokerage, fiduciary, legal, tax, accounting, insurance, or asset-management relationship.
Keep It Simple Financial Growth LLC does not manage participant investment accounts, take custody of participant assets, execute securities transactions on behalf of participants, or provide individualized instructions to buy, sell, or hold specific securities through this mentorship program.
Discussions concerning stocks, exchange-traded funds, mutual funds, bonds, real estate investment trusts, retirement accounts, asset classes, diversification, portfolio concepts, investment strategies, or other financial products are provided for general educational and illustrative purposes.
Educational examples should not be interpreted as individualized recommendations or instructions to purchase, sell, hold, allocate, rebalance, or otherwise transact in any particular security or financial product.
Participants remain solely responsible for evaluating and making their own financial decisions. Individual financial circumstances vary. Participants should seek an appropriately qualified or licensed professional when individualized investment, securities, legal, tax, accounting, insurance, or other regulated professional advice is needed.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
No investment return, income level, savings amount, credit improvement, debt reduction, business outcome, financial independence milestone, or other financial result is promised or guaranteed by participation in this program.
You Don't Need More Financial Information.
You Need a System You Can Actually Use.
The S.G.P.™ Private Financial Education Mentorship is designed for people who are ready to learn, execute, track their progress, and take greater ownership of their financial future.
Application