FINANCIAL ASSISTANCE PROGRAM

This section helps clients prepare for funding, understand funding pathways, structure their business financially, and improve their overall ability to qualify for personal or business financing.

These are preparation and guidance services — not lending.

Business & Personal Funding Guidance

$2,500 – $8,500

This service is for individuals and business owners who want to understand the funding options available to them, what they qualify for, and what they need to improve their approval chances. It is ideal for anyone preparing for loans, lines of credit, personal financing, or early-stage business funding.

Description

Business & Personal Funding Guidance provides a structured assessment of your current financial posture, your funding readiness, and the pathways available to you.

We evaluate your:

  • income

  • credit

  • business structure

  • financial obligations

  • cash flow

  • operational readiness and identify which funding paths are realistic and appropriate.

    You receive high-level guidance on what lenders look for, what documents are required, how to structure applications, and what improvements may be needed beforehand.

Deliverables

  • Financial posture evaluation

  • Funding readiness score

  • High-level review of credit, obligations, and cash flow

  • Funding category recommendations (personal or business)

  • Document preparation outline

  • Strategy for improving eligibility

  • Timeline expectations for typical funding

  • “Funding Readiness Summary” report

Small Business Loan Assistance

$2,000 – $7,500

For clients seeking small business loans and who need clarity on documents, structure, requirements, and presentation before applying. This ensures the business looks organized, credible, and “lender-ready.”

Description

Small Business Loan Assistance organizes and prepares everything a lender will expect to see— business structure, financial documentation, revenue explanation, business purpose, risk overview, and high-level operational clarity.

This reduces the chance of mistakes and increases the likelihood of a smooth review process.

We determine:

  • what lenders will ask for

  • where the client stands

  • what needs to be strengthened

  • how to organize the information
    This makes the client presentable and structured.

Deliverables

  • Business documentation inventory

  • Lender expectations overview

  • Required documents preparation list

  • Business purpose and use-of-funds outline

  • High-level revenue & cash flow summary

  • Risk and stability framing

  • Step-by-step preparation guide

  • “Loan Application Readiness Packet”

Personal Funding Support

$1,800 – $6,000

For clients seeking personal funding options and need high-level insights into eligibility, documentation, timing, structure, and lender expectations.

Description

This service reviews the client’s credit, income, employment, obligations, and financial stability to identify viable personal funding pathways.

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The focus is clarity, preparation, and positioning—not credit repair or lending. We ensure clients understand their funding landscape clearly before they apply.

Deliverables

  • Full review of financial readiness

  • Personal funding options overview

  • Credit and income eligibility assessment

  • Documentation preparation

  • Timing expectations

  • High-level risk and cost considerations

  • Improvement strategy

  • “Personal Funding Preparation Summary”

Business Credit & Profile Development

$2,000 – $10,000

For business owners who want to build a credible, structured business credit profile that supports future financing.

Description

This service outlines the steps for establishing or strengthening business credit, including compliance setup, business credit reporting systems, vendor account strategy, and long-term profile development.

This creates the foundation for future business lending, even if personal credit is strong or weak.

Deliverables

  • Business credit compliance overview

  • Initial business credit setup requirements

  • High-level vendor account strategy

  • Business credit development pathway

  • Document and structure evaluation

  • Business credit scoring explanation

  • Business Credit Profile Roadmap

Financial Structure & Credit

$3,000 – $12,000

For clients who need a comprehensive restructuring and reorganization of their personal and business financial posture before seeking funding or partnerships.

Description

This service evaluates the entire financial landscape of the client—personal, business, credit, obligations, operations, and structure—to identify weaknesses, inconsistencies, and missing elements that may block future opportunities.

This is a deep clean of the client’s financial structure. We create a plan that organizes, simplifies, and stabilizes the client’s financial posture across multiple layers.

Deliverables

  • Full evaluation of personal and business financial organization

  • High-level assessment of income, expenses, obligations, and risks

  • Review of all available documentation • Credit posture assessment (personal & business)

  • Recommendations for structural improvements • Integrated “Financial Structure Upgrade Plan”

  • Timeline & sequencing outline

  • Optional ongoing guidance (retainer-based)