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Everything you need to get funding-ready.

Four ways we get you there, from a one-on-one credit review to a funding strategy. Every engagement starts with a free 15-minute consultation.

Every engagement includesPersonal + business

Credit review and readiness

Who it's for: Anyone planning to apply for credit or financing who wants a clear picture first.
What we look at: Your goal and timeline, your credit reports, and the factors lenders commonly weigh, such as payment history, how much of your available credit you use, and existing debt.
What you leave with: A clear sense of where you stand and what would help most first.

Who it's for: Individuals and families who want to understand their credit and work on it in the right order.
What we cover: How credit reports and scores work, your rights under federal law, everyday habits that matter, and a written plan you follow step by step.
What you leave with: A plan in writing, in plain language.

Who it's for: Small-business owners who want their business to build credit in its own name, separate from their personal credit.
What we cover: Setting up the business consistently, separating business and personal finances, and the order of steps for building a business credit profile.
What you leave with: A step-by-step guide for your business.

Who it's for: Business owners and individuals preparing to apply for a loan, a line of credit or other financing.
Funding types: Business credit cards, business lines of credit and equipment financing, plus mortgages, auto loans, personal loans, personal credit cards and personal lines of credit.
What we cover: What lenders usually ask for, how to prepare your information, and how to decide when and where to apply. We don't arrange loans or refer you to lenders for a fee.
What you leave with: A readiness checklist and a strategy you control.

Details and pricing for each service are shared after your free consultation.

That's what the free consultation is for. We'll look at your goal and recommend the right place to start.