Signature Coaching Program
A long-term advisory partnership for clients with complex financial lives.
What is the Signature Coaching Program?
The Signature Coaching Program is a long-term partnership with a flat-fee ongoing financial advisor, designed for individuals and families who want a dedicated team of highly credentialed advisors integrated into the planning, oversight, and coordination of their financial lives throughout the year.
Every Signature Coaching engagement begins with The Scholar Method, our proprietary flat-fee planning methodology that builds the foundation for everything that follows. From there, your plan becomes a living framework that our team refines and builds upon as your circumstances evolve and new opportunities arise.
We provide family office–level guidance across investments, tax strategy, estate planning, risk management, executive compensation, liquidity planning, and multigenerational wealth design through a structured cadence of meetings, check-ins, and year-round access to your advisory team.
Our Team of Financial Advisors
Our advisory team is highly credentialed and experienced in navigating complex financial situations. We combine deep technical expertise with practical implementation experience, allowing us to guide multi-layered planning strategies with clarity and precision.
Partners in Financial Management
We believe the best financial outcomes are built on trust, close collaboration, and a team that genuinely knows you. Our relationships are long-term by design, and we invest in understanding not just your financial picture but your priorities, your family, and the decisions that matter most to you. That depth of familiarity is what allows us to provide advice that is always relevant, always personal, and always in your best interest.
Clients in the Signature Coaching Program work directly with Stephan Shipe, PhD, CFA, CFP® as their lead financial advisor, supported by our full advisory team.
What an Ongoing Advisory Relationship Includes
Signature Coaching clients receive:
- A custom strategy built on The Scholar Method
- Semi-annual strategy meetings
- Comprehensive Annual Review (built in, no extra fee)
- Quarterly check-ins
- Direct access to your advisory team year-round
- Joint coordination calls with your CPA, attorney, and other advisors
- Evaluation of new investment opportunities
- Tax planning guidance throughout the year
- Exclusive webinars and economic reports
- Complimentary access for you and two guests to our annual Personal Wealth Conference
Who is a Good Fit?
The Signature Coaching Program is designed for clients with multi-layered financial decisions who want a dedicated advisory team year-round. Our clients typically have meaningful financial decisions in motion, multiple moving parts, and a strong preference for structure, accountability, and a team that understands the full picture.
This relationship is best suited to support the full range of decisions that come with a complex financial life.
Fee Structure
The Signature Coaching Program is a fee-only relationship with no commissions and no assets under management fees. Our only compensation is the fee you pay us directly, which means our advice is always objective and always in your best interest.
For details on engagement fees and the structure of our ongoing advisory relationship, visit our services page.
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.