Pricing
Clear pricing. No surprises.
Financial Profile Development
Strategic development of your financial profile with monthly milestone reviews.
$199 onboarding, billed when your roadmap is delivered. Then $149/mo, billed after each month's work
Personal Capital Strategy
Nothing to pay up front. You are invoiced only after your capital closes.
10% of capital received, $500 minimum, invoiced after your capital closes
Business Capital Strategy
Nothing to pay up front. You are invoiced only after your capital closes.
10% of capital received, $500 minimum, invoiced after your capital closes
Account History Positioning
Authorized user accounts matched to your profile.
Starting at $497 per authorized user account
Grant Readiness & Research
Grant research tailored to your business, plus full application preparation.
$497 research + $997 per application
Business Foundation Setup
Entity formation, EIN, and foundational business setup.
$497 + state fees at cost
State filing fees are billed at cost with no markup.
Book a consultation