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 personal or 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.

All sales for the 45-Minute Zoom Strategy Session are final and non-refundable. Because this is a scheduled, one-on-one service and time is reserved specifically for you, we cannot offer refunds, cancellations, or reschedules once your session is booked.

If you’re unable to attend, please contact us at least 24 hours before your session to discuss possible rescheduling. No-shows and same-day cancellations will forfeit the session without refund.