Financial Profile & Strategic Consulting Plans
We help individuals, entrepreneurs, and small businesses build stronger financial foundations and make
strategic money decisions with confidence. Our consulting focuses on cash flow improvement, realistic
budgeting, alternative funding strategies, and stronger personal and business financial profiles. Every plan
is tailored with clear milestones and ongoing support.
Starter
$2,500 (10 hours included)
• Financial baseline assessment
• Cash flow review and quick-win improvements
• Realistic budgeting system setup
• Priority action plan with milestones
• Follow-up accountability session
Growth
$5,000 (20 hours included)
• Everything in Starter
• Advanced cash flow optimization
• Personal or business profile strengthening
• Alternative funding strategy exploration
• Funding readiness alignment
• Progress tracking and reporting
Premium
$8,750 (35 hours included)
• Everything in Growth
• Advanced budgeting and forecasting system
• Hands-on implementation support
• Investment-focused long-term strategy
• Ongoing coaching cadence
• Final strategy recap and roadmap
Optional Add-On Services
Services Fee
Budget System Setup & Templates.......................................................................................$500
Personal Financial Action Plan...............................................................................................$750
Business Financial Roadmap..................................................................................................$1,000
Funding Readiness Package...................................................................................................$1,500
Executive Financial Summary................................................................................................$750
Custom Business Plan Development...................................................................................$2,000
Monthly Strategic Coaching...................................................................................................$1,000
Quarterly Financial Strategy Retainer................................................................................$3,000
Billing & Payment Terms
• Minimum engagement: 10 hours per project
• 50% deposit required to begin
• Remaining balance per agreed milestones
• Payment methods: credit cards, ACH, and invoicing