Personal Credit Suite

Credit Essentials

Starting at $

Perfect for individuals who want to understand their credit and receive a personalized action plan.

Includes:

• 60-minute consultation
• Credit report review
• Credit score analysis
• Personalized improvement roadmap
• Budget worksheet
• 30 days of email support

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Credit Growth Program

Starting at $

Ideal for clients who want ongoing guidance and accountability.

Includes:

• Everything in Credit Essentials
• Three coaching sessions
• Monthly progress review
• Credit education resources
• Debt reduction strategies
• 90 days of support

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Credit Transformation Program

Starting at $

Our most comprehensive personal credit coaching experience.

Includes:

• Six months of coaching
• Monthly strategy sessions
• Credit monitoring guidance
• Budget and financial planning
• Accountability coaching
• Financial literacy curriculum
• Personalized action plans

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Business Credit Suite

Business Foundation

Starting at $

Designed for new entrepreneurs building a strong financial foundation.

Includes:

• Business readiness consultation
• Business structure guidance
• Business credit education
• Business profile checklist
• Action plan

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Business Credit Builder

Starting at $

Everything needed to begin establishing business credit.

Includes:

• Business Foundation package
• Vendor account guidance
• Business credit strategy
• Business credit profile review
• Four coaching sessions

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Business Growth Suite

Starting at $

For entrepreneurs preparing their business for long-term growth.

Includes:

• Six months of coaching
• Business credit strategy
• Funding readiness education
• Financial document review
• Ongoing business coaching

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Personal Funding Preparation

Funding Readiness

Starting at $

Prepare your financial profile before applying for financing.

Includes:

• Financial profile review
• Budget assessment
• Debt-to-income review
• Funding readiness checklist
• Loan education

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Premium Funding Preparation

Starting at $

For clients seeking comprehensive guidance before applying.

Includes:

• Everything in Funding Readiness
• Financial planning session
• Application preparation guidance
• Document organization
• Two follow-up sessions

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Business Funding Preparation

Funding Launch

Starting at $

Prepare your business for financing opportunities.

Includes:

• Funding readiness assessment
• Business financial review
• Required documentation checklist
• Funding strategy session

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Capital Readiness Program

Starting at $

Comprehensive preparation for business financing.

Includes:

• Funding strategy
• Financial organization
• Business coaching
• Document preparation guidance
• Four coaching sessions

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Financial Success Bundle

Personal + Business Success Program

Starting at $

Includes:

• Personal Credit Suite
• Business Credit Suite
• Personal Funding Preparation
• Business Funding Preparation
• Six months of coaching
• Financial literacy curriculum
• Monthly accountability sessions
• Priority support

Best Value — Save over $1,000 compared to purchasing services separately.

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Add-On Services

 

Service Price Initial Consultation (credited toward program if enrolled)

$50 60-Minute Coaching Session

$125 Financial Literacy Workshop (Individual)

$149 Budget Creation Session

$99 Credit Report Review

$99 Business Strategy Session

$199 Monthly Accountability Coaching

$149/month

Membership Option

Financial Freedom Membership

$79/month

Members receive:

• Monthly live coaching calls
• Financial literacy classes
• Credit education resources
• Budget templates
• Exclusive webinars
• Community support
• Discounts on premium coaching programs