45-Minute Zoom Strategy Session
This is your chance to sit down face-to-face (virtually) and get clarity, confidence, and a step-by-step plan for your financial or business goals. In 45 minutes, we’ll dive deep into whatever area you need most help with, such as:
Credit: detailed guidance on ChexSystems removal, building business credit, and structuring your profile for approvals.
Taxes: hands-on tax planning to legally reduce what you owe and position yourself for larger refunds.
Business Structure & Funding: step-by-step setup for your LLC, funding blueprint, and guidance on EIN-only funding sources.
This call is interactive — I’ll share my screen, walk you through tools and resources, and create a custom action plan.
✅ What you’ll get:
45 minutes of focused coaching via Zoom
Live screen-share walkthroughs (applications, credit reports, setup steps, etc.)
A custom action plan with resources
Optional call recording (by request) so you can rewatch anytime
📌 Perfect for:
Big-picture planning, detailed walk-throughs, or anyone ready to invest in a serious shift in their finances and business.
🔥 Positioning line (for both):
These sessions are not generic advice — they’re laser-focused on your goals. One call could save you thousands in taxes, unlock funding, or fix your credit for good.
This is your chance to sit down face-to-face (virtually) and get clarity, confidence, and a step-by-step plan for your financial or business goals. In 45 minutes, we’ll dive deep into whatever area you need most help with, such as:
Credit: detailed guidance on ChexSystems removal, building business credit, and structuring your profile for approvals.
Taxes: hands-on tax planning to legally reduce what you owe and position yourself for larger refunds.
Business Structure & Funding: step-by-step setup for your LLC, funding blueprint, and guidance on EIN-only funding sources.
This call is interactive — I’ll share my screen, walk you through tools and resources, and create a custom action plan.
✅ What you’ll get:
45 minutes of focused coaching via Zoom
Live screen-share walkthroughs (applications, credit reports, setup steps, etc.)
A custom action plan with resources
Optional call recording (by request) so you can rewatch anytime
📌 Perfect for:
Big-picture planning, detailed walk-throughs, or anyone ready to invest in a serious shift in their finances and business.
🔥 Positioning line (for both):
These sessions are not generic advice — they’re laser-focused on your goals. One call could save you thousands in taxes, unlock funding, or fix your credit for good.