We are an independent financial planning firm providing comprehensive guidance and clarity.


We will help you understand your finances, provide you guidance, and support you in achieving your financial goals.


Together, we will develop a plan to move forward that you are comfortable with.


You will feel empowered and in control of your finances.

Most people struggle to get their head around their finances. We’ve created the Financial Planning Blueprint that puts all your financial information on one dashboard that we monitor against your long term financial goals.

It’s time to have peace of mind about your finances.

We all strive to have clarity, understanding and guidance when it comes to our financial questions. We want to feel empowered and in control of our financial future, but sometimes, financial matters are complicated and that can leave us feeling overwhelmed and anxious.

At The SFI Group, we help you by embracing the power of teaching and coaching when it comes to your financial matters. We partner with you to help you understand your unique financial situation and together we will develop a plan that you will feel confident in for years to come.


Our Specialized Services

You may have questions on a variety of financial matters including retirement planning, 401Ks, inheritance, health or life insurance, annuities and more. It is our belief you shouldn’t have to fear having a conversation about these questions and we’re here to help.

Using a wealth management formula that includes investment consulting, advance planning, and relationship management, we are committed to providing you with top quality service while maintaining high standards of integrity and professionalism.

In addition to our general financial guidance, we offer specialized services including the following:


We can partner with your attorney and accountant to enhance and protect your wealth. Working together as a team provides a clearer picture of your financial situation.
The SFI Group has its own professional network and can provide referrals if needed.

Schedule a Free Consultation Today.

Schedule now

We’ve been helping clients like you for over 27 years, and we know what it’s like to be in your shoes … we started as clients ourselves.

We understand that finances are unique and can leave you feeling anxious and overwhelmed when you have questions about yours. Knowing who to turn to and finding the time can be frustrating. We get it.

We believe in the power of teaching and coaching … so much so that we use business coaches ourselves! Our commitment to you is simple: we will work with you to understand your unique situation, communicate with you in a simple manner; and together, develop a plan to move forward that you are comfortable with. We want you to feel empowered and in control of your finances.

Most of all, we want you to feel glad that you are partnering with us. 


Schedule a Free Consultation

By calling our Minneapolis office at:

Discovery Meeting

At this meeting, we’ll get to know each other, discuss bridging the gap between dreams and finances, discuss our process and review your values, interests, goals and relationships.

New Client Meeting

At the discovery meeting should you decide to move forward with us, we’ll use this meeting to review your current information, begin the new client account setup, and discuss your Financial Planning Blueprint.

6-Month Reviews

We’ll meet every six months to make sure you are staying on track and make any necessary adjustments to your Financial Planning Blueprint.


Edina Location:

5201 Eden Avenue, Suite 140, Edina, MN 55436
Phone: (952) 545-8044 / Fax: (952) 545-2521

Winona Location:

902 E 2nd St, Suite 150, Winona, MN 55987
Phone: (507) 454-7650 / Fax: (507) 454-4151