This package helps clients elevate their personal and business credit profile, working to hit a 700+ credit score, while opting into business-banking relationships and access to preferred lenders. It includes: credit analysis, dispute coaching, strategic banking setup (checking, savings, business account), lender matchmaking, and monthly check-ins for 4 months.

An all-in, premium service combining the Credit & Banking Wellness Package + Business Funding Accelerator + Tax & Wealth Strategy Consult. Over 6 months, clients receive full hands-on support from credit rebuilding to funding to wealth planning. Includes priority access, quarterly reviews, bonus materials (workbook, templates), and a dedicated account manager.

For companies seeking capital, this service guides clients toward securing $25k+ in business funding within 4 months. Includes an audit of business structure, credit prerequisites, preparation of business financials, lender introductions (25+ bank/lender relationships), application support, and a guarantee: money back if $25k+ in funding is not secured.

Self-paced online video course (say 8–10 modules) that teaches the foundations of the infinite banking concept (leveraging high-cash-value life insurance or bank-like structures), credit improvement, business funding basics, and wealth-strategy primers. Includes downloadable templates and checklists. No live coaching, but includes Q&A access via forum.

A strategic advisory session (or series) focusing on wealth building, tax-efficiency, and investment structuring. We’ll identify legal vehicles (LLCs, trusts, etc.), define asset protection, plan for passive income, and integrate your banking/credit strategy into your wealth path. Ideal for clients who already have business funding or strong credit.

Monthly membership for advanced clients. Each month: 1 live group training/webinar, guest expert (e.g., lender, tax attorney, investment advisor), peer-networking call, new template/toolkit, and access to a private Slack/Telegram group. Great for those who’ve done the basics and want ongoing momentum.