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Services
A Structured Pathway Designed to Help You Plan, Build, Prosper
SERVICE 1 (PLAN)
PLAN: Build Your Financial Foundation
Before anything can grow, your foundation has to be solid.
Our Plan phase helps you take control of your income, spending, and financial decisions — giving you the clarity and structure needed to move forward with confidence.
What You’ll Gain:
- A personalized, easy-to-follow budgeting system
- Clear cash-flow visibility
- Expense tracking and spending structure
- Financial behavior coaching
- A 90-day financial roadmap tailored to your goals
SERVICE 2 (BUILD)
BUILD: Strengthen Your Profile & Structure Your Path
Once your foundation is stable, the next step is to build the systems that support growth.
This phase focuses on strategic improvement, proper structure, and the core setup required for future funding opportunities.
What You’ll Gain:
- A personalized improvement plan
- Strategic credit insight & score-growth structure
- Inquiry, utilization, and reporting guidance
- Credit education designed for long-term success
- Business setup direction (LLC, EIN, basic structure)
SERVICE 3 (PROSPER)
PROSPER: Prepare for Funding & Business Expansion
This phase is designed for entrepreneurs and business owners ready to take the next step. We help you structure your entity, prepare lender-ready documentation, and build a roadmap for sustainable business growth and funding.
What You’ll Gain:
- A complete business funding preparation plan
- Lender-ready documentation checklist
- Business credit structure and alignment
- Funding strategy roadmap (credit cards, lines, loans)
- Expansion guidance — local, regional, or nationwide