Financial strategy for first gen professionals
You've earned the income.
Now build the wealth.
SFG is a financial strategy practice serving first-generation professionals in STEM, healthcare, and higher education. We help you turn paychecks into portfolios, and portfolios into legacy.
$8.4M+
In client equity & comp optimized this year
Who we serve
First-Gen Students & Professionals
You're the first in your family to earn like this. No one handed you the playbook for a W-4, a 401(k) match, or an RSU vest, and your employer isn't going to. We built SFG for exactly this moment.
Get the First-Gen Fast-Start Playbook →Tech professionals
Engineers, PMs, and developers navigating RSUs, equity, and complex comp packages.
Healthcare professionals
Clinicians and allied health workers maximizing benefits and building financial foundations.
Higher education
Faculty and staff managing student debt, benefits elections, and long-term wealth planning.
Employers
Tech and healthcare organizations investing in financial wellness for their workforce.
Individual services
Choose the depth of support that fits where you are.
Financial Audit
A comprehensive review of your income, benefits, equity, and tax exposure. We identify exactly where money is slipping through the cracks and map your highest-leverage opportunities.
Blueprint Session
A deep-dive strategy session where we build your personalized financial roadmap, covering RSU optimization, benefits elections, tax planning, and a 90-day action plan you can execute immediately.
First-Gen Family Office Build
A 60 to 90 day full-service engagement that builds your complete financial infrastructure: RSU and equity strategy, tax optimization, benefits maximization, Family Office structuring, insurance review, and a legacy plan.
What clients say
Real results from first-gen professionals.
"I had no idea what to do with my RSUs. After one Blueprint Session, I had a clear vesting strategy, a tax plan, and confidence I'd never had about money. Worth every dollar."
"First in my family to make this kind of income. SFG didn't talk down to me and didn't push products. They walked me through exactly how to set my benefits and what to do with my paycheck. Truly game changing."
"I was leaving thousands of dollars in employer match and ESPP on the table. The Financial Audit paid for itself within weeks. Honest, sharp, and zero fluff."
"Finally, an advisor who understood that I'm still paying down loans AND trying to build wealth. The Family Office Build gave me a real roadmap. I sleep better at night."
Employer & corporate programs
Financial Wellness Lunch & Learn
A high-impact, single-session workshop covering RSU basics, benefits optimization, and tax-smart paycheck strategies.
90-Day Financial Wellness Cohort
A structured group program delivered to your employees over 90 days. Sold to HR, Total Rewards, and DEI teams at mid-size tech and healthcare organizations.
Core focus areas
A note on how we work
SFG is a financial strategy practice, not a wealth management firm. We do not manage assets, hold securities licenses, or operate as a fiduciary. We work upstream of traditional advisors, optimizing your RSUs, benefits, paychecks, and tax strategy before you've hit the asset thresholds most advisors require. If you're in accumulation mode and building toward your first $250K, this is where you start.
Not sure where to start?
Find the right product for you.
Take the 6-question assessment to see exactly where your money strategy stands today — and what to do next.
Or call us directly: (202) 630-5428