Quantity:
15 minutes
In this telephone consultation, we will have a conversation about your expectations, and make a decision on if you qualify for our services based on their credit profile. There are no obligations to enroll for our services, as this is only to give you more information about our financial services.
1 hour
@
$199.00
This is a one time one-on-one coaching via zoom that focuses on assessing your current financial situation and setting you up for financial success. We focus on improving your money management skills, creating a functional budget, saving money, paying off debt, and gaining financial confidence.
Please note I am a Financial Coach, not a Financial Advisor.
30 minutes
@
$30.00
This is a 30 minute call via telephone speaking life into you. Teaching you how to operate your life with a purpose. If you died today what will you be remembered as? Are you making intentional decisions that will lead you on a path to success? If so, this is an opportunity to motivate, empower, and support you on your journey to success.
30 minutes
Schedule a partner follow up call with our CEO, Co-Founder to partner with our company to make your clients credit worthy. Refer your credit-challenged client to us, we will work to increase their credit score in record time and we always refer them back to you for your services. You can track your client's progress in our Client Portal. When your client logs into our portal, the first thing they will see is your photo, contact info as a reminder of their goals and the professional who referred them.
30 minutes
Schedule a FREE consultation with one of our CEO, Co-Founder to partner with our company to make your clients credit worthy. Refer your credit-challenged client to us, we will work to increase their credit score in record time and we always refer them back to you for your services. You can track your client's progress in our Client Portal. When your client logs into our portal, the first thing they will see is your photo, contact info as a reminder of their goals and the professional who referred them.
30 minutes
@
$25.00
TAX STRATEGY ZOOM CONSULTATION.
Includes the following:
1. One of our Certified Tax Consultants joins the zoom meeting at the appointment time you've selected.
2. We will discuss your tax history and ask general tax questions.
3. We will walk you through our tax compliance process.
4. Our tax professionals will determine how we will best be able to maximize your tax benefits by reducing your tax burdens.
30 minutes
@
$25.00
TAX STRATEGY ZOOM CONSULTATION.
Includes the following:
1. One of our Certified Quickbooks ProAdvisors joins the zoom meeting at the appointment time you've selected.
2. We will discuss your tax history and ask general tax questions.
3. We will walk you through our bookkeeping process.
4. Our accounting professionals will make sure you have accurate financials for tax reporting purposes, loans, and investors. We focus on the numbers, so you can focus on your business.
30 minutes
@
$25.00
Schedule a FREE consultation with one of our Business Credit Specialists (Value $199) and review your options for Obtaining a Business Duns number, Building Business Credit, Business Credit Monitoring, and Financing your Business.
30 minutes
@
$25.00
Schedule a Student Loan consultation with one of our Student Loan Specialists and review your options for Student Loan Consolidation, Forgiveness, and Lower Monthly Payments.
1 hour
@
$150.00
ENROLLMENT FEE MUST BE PAID (WILL BE CANCELLED IF STEP MISSED)
Includes 2- 1 hour coaching sessions
Do-It-Yourself
This is a service for those who want to repair their credit on their own, but need coaching by a Certified Credit Consultant.
Includes the following:
-A detailed review of your credit report
-Two- 1 hr zoom calls with one of our Certified Credit Consultants with tips on where your losing points, action steps, disputing & helpful resources to rebuild credit fast.
-Five Custom Letters!