Precision Coaching. Collective Intelligence. Scalable Results.
Running a firm shouldn't feel like a solo marathon. Whether you need the power of a peer mastermind, a total operational overhaul, or a precision strike on a specific problem, we provide the blueprint.
GET STARTEDCLARITY • CONFIDENCE • COMMUNITY
Where Would You Like To Start?
Firm Leaders Forum™
$97/month
Monthly Collaborative Mastermind Stop working in the business and start working on it. This monthly group session brings firm owners together to solve high-level challenges.
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Real-time Advice: Get immediate feedback on your current hurdles and dialogue about strategy.
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Shared Intelligence: Benefit from the collective experience of your peers and bounce ideas around.
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Strategic Accountability: Monthly check-ins to ensure you’re hitting your growth milestones.
The Elevated Firm™
$9,500Â Paid in installments
Weekly Full-Scale Transformation Designed specifically for emerging firms ready to scale. This is a deep dive into the DNA of your practice over 90 days.
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Team Alignment: Personality testing to ensure the right people are in the right seats.
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Operational Restructuring: Modernizing your management practices and workflows.
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Cultural Growth: Building a firm that runs smoothly even when you aren't in the room.
Post Intensive Support
Ask about pricing
Focused Follow-Up & Implementation Need to go deeper on a specific issue? Our 1-1 sessions are available as a standalone follow-up for members of The Elevated Firm program.
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Tailored Solutions: 100% focus on your specific data and work towards your business goals.
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Repeatable Support: Book as needed to navigate transitions or check in and see how your business is progressing.
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Action-Oriented: Leave with a clear, immediate to-do list with deeper understanding.
NICE TO MEET YOU
I'm Debi Choi
Founder & President of Sage Growth Advisors
I help firm owners stop spinning their wheels and start building a business that actually serves their life.
With over 30 years of experience and deep roots in a small Mississippi town, I know that building something from scratch takes more than just strategy; it takes grit and heart. After moving to Greenville, SC, I grew my own firm into a compliance-first, heart-centered financial advisory business. Now, I use my expertise in business coaching, forensic accounting, and QuickBooks Online to help you clean up, scale up, and stay IRS-ready.
When you work with me, you get a partner who understands the complexities of your finances and offers a clear path forward with zero judgment. When I’m not in "growth mode" with clients, you’ll find me cooking comfort food, catching up on reality TV with my dog, or enjoying life with my grandbabies.