INVEST IN
YOURSELF.

Key Highlights

• DIY credit audit workbook – pull and review all 3 bureau reports
• DIY dispute letter templates – ready-to-use for 1 bureau
• All 3-bureau dispute management – we handle simultaneously

• Business & personal funding checklist with direct links
• Business credit starter guide – EIN, registration, vendor accounts
• Business credit building strategy & funding roadmap
• Tradeline strategy – maximize authorized user accounts

• Monthly group coaching call – 30-min live Q&A
• Bi-weekly 1-on-1 coaching sessions
• Priority text & email support

• Credit education portal – on-demand videos & tutorials
• Budget blueprint template
• Legacy & coaching starter roadmap
• Non-profit setup checklist
• Referral bonus program

VIP – FULL

Done-for-you concierge service across all 5 financial pillars

Flexible payment plans available

Concierge Experience

• Unlimited dispute rounds across all 3 bureaus
• Custom credit-building portfolio (secured cards, installment loans, revolving credit)
• Full dispute management – all paperwork, follow-ups & negotiations
• Personal credit profile education, authorized-user guidance & individualized credit-readiness planning. Results vary, and no score increase is guaranteed.

• We help make sure your business is properly structured and visible to the major business-credit bureaus so it can begin developing its own credit profile
• We identify appropriate business vendors that may extend payment terms and report positive payment history when the account is used and paid properly
• We track what is being reported about your business, help identify inaccuracies and show you what factors may be helping or hurting your funding readiness
• Qualified businesses may become eligible for $20,000 or more in business credit without a personal guarantee. Approval, limits and terms are determined by participating creditors and are not guaranteed.

• Instead of sending you from lender to lender, we review your profile, identify suitable funding options and help package your application correctly
• Personal funding: unsecured loans, personal lines of credit & grant research
• Business funding: SBA preparation, equipment financing, revenue-based funding options
• We help qualified clients pursue appropriate personal and business funding opportunities. Funding amounts vary according to creditworthiness, income, revenue, lender criteria and repayment ability. No minimum approval amount is guaranteed.
• 10% success fee applies to all funds secured (consulting fee; subject to state regulations)

• Revocable living trust setup – avoid probate, protect assets
• Documents prepared by our network of licensed attorneys
• Documents printed on woven ivory paper, set in a professional binder
• Turnkey 501(c)(3) non-profit setup – Articles, bylaws, board, IRS filing
• We research grant opportunities for which your organization may be eligible. Grants are limited, competitive and never guaranteed.

• 26 weekly 1-on-1 strategy sessions over 12 full months
• Priority text & email support – direct coach access
• Private mastermind community of high-achieving professionals
• White-glove, done-for-you service – no templates, no overwhelm
• Monthly progress reports

À LA CARTE

Choose exactly what you need — pay for what you use

Pricing per service

Services Available

• Unlimited dispute rounds across all 3 bureaus
• Custom credit-building portfolio strategy
• Full dispute management – paperwork, follow-ups & negotiations
• Personal credit profile education, authorized-user guidance & individualized credit-readiness planning. Results vary, and no score increase is guaranteed.
• Monthly progress reports
• Email & text support with credit specialist

• We help make sure your business is properly structured and visible to the major business-credit bureaus so it can begin developing its own credit profile
• We identify appropriate business vendors that may extend payment terms and report positive payment history when the account is used and paid properly
• We track what is being reported about your business, help identify inaccuracies and show you what factors may be helping or hurting your funding readiness
• Qualified businesses may become eligible for $20,000 or more in business credit without a personal guarantee. Approval, limits and terms are determined by participating creditors and are not guaranteed.
• Priority email & text support

• Consulting fee for placement services; subject to state regulations
• Instead of sending you from lender to lender, we review your profile, identify suitable funding options and help package your application correctly
• Personal & Business funding: SBA preparation, grant research, revenue-based options
• We help qualified clients pursue appropriate personal and business funding opportunities. Funding amounts vary according to creditworthiness, income, revenue, lender criteria and repayment ability. No minimum approval amount is guaranteed.
• You pay nothing upfront – we only get paid when you win
• Example: $100k secured = $11k fee. $200k secured = $22k fee.
• We win when you win – hands-on support until goals reached

• Establish revocable living trust – avoid probate, protect assets
• Documents prepared by our network of licensed attorneys
• Trust Abstract – summary for easy sharing with institutions
• Pour-over Will – ensures all assets move to trust
• POA & Health Care Directives – protection during incapacity
• Asset Transfer Instructions & Executor Checklist
• Set in professional 3-Ring Binder on Woven Ivory paper
• Privacy protection – trust remains completely private
• Maintain control while alive, protection for beneficiaries