Each program states what it covers, how it is delivered, and who it suits. None of them include disputes, lending, card placement, or a promised score. Pricing is quoted after the consultation, once the scope is agreed.
Business Education · 30 days
Financial Readiness Program
A 30-day business education and consulting program designed to help entrepreneurs better understand their financial position, organize key business information, strengthen financial decision-making, and develop better operating habits.
What's included
Four guided modules with practical business workbooks
Learn to organize and understand key business financial information
Develop a personalized financial-readiness action plan
02
02 · Business owners
Business Funding Readiness
Preparation for the conversation with a lender, investor, or grant committee: what they will ask for, what your documents currently say, and how to close the distance between the two.
Document set review: statements, filings, entity records
Compliance gaps that stall applications
A funding-readiness plan with a sequence and dates
We prepare you for lenders. We are not one, and we do not introduce you to one for a fee.
03
03 · Teams & nonprofits
Financial Compliance Training
For staff who handle money, grants, or client records: the policies that should exist, the paper trail that proves they were followed, and the habits that survive an audit or a change of staff.
Written policies, approvals, and separation of duties
Transparency practices for boards and funders
Delivered as a half day, a full day, or a series
Training, not attestation: we do not audit, certify, or file on your behalf.
04
04 · Entrepreneurs
AI Literacy for Entrepreneurs
A working course in using AI tools for budgeting, forecasting, and planning — with equal attention to their failure modes, since a confident wrong number is worse than none.
Build a budget and a forecast you can defend
Checking machine output against your own records
What never to paste into a public tool
05
05 · One to one
Digital Financial Coaching
Scheduled sessions by phone or video with work in between, for people who learn better in dialogue than in modules — or who want accountability after finishing a course.
Agenda set from your own documents each session
AI-guided exercises between sessions, reviewed with a coach
Single sessions or a standing monthly slot
06 · Schools, nonprofits, small teams
Team Workshops & Trainings
Interactive sessions delivered at your site, built from the same curriculum and adapted to the room — a staff of six, a class of thirty, or a community group that meets on Saturdays.
Formats
Half day — one topic, worked through with materials
Full day — credit, budgeting, and compliance together