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SILVER WEALTH MANAGEMENT

$550.00

Our Wealth Management Service is perfect for individuals looking to rebuild or enhance their credit, as well as businesses aiming to strengthen their financial foundation. With personalized guidance and proven strategies, we help you unlock new opportunities, secure better loan terms, and achieve financial freedom. Includes 8 hours of direct support per month (including, but not limited to: bookkeeping, financial planning, strategic advisement, and loan pre-qualification) 

Description

Our Silver Wealth Management Package is designed to empower small, medium, and some large sized businesses by helping them understand, improve, and maintain strong credit health.

Silver Level

Ideal for: Established businesses with moderate credit challenges or those seeking to significantly improve their business credit score to access more favorable financing options.

  • Credit Profile: Likely businesses with some credit challenges, such as high debt utilization or a few late payments that have impacted their credit score. Their credit profile may be preventing them from securing large loans or obtaining favorable interest rates.
  • Needs: In-depth analysis of their credit situation, help with reducing debt, resolving negative items on credit reports, and guidance on improving cash flow and payment practices.
  • Goals: Strengthen their business credit to secure larger loans, access better terms from vendors, or prepare for expansion.
  • Service Expectations: These businesses expect a tailored approach to credit improvement, including strategies for repairing credit issues, optimizing cash flow, and detailed action plans for long-term credit management.

Key Features:

  • Credit Analysis: We perform a detailed assessment of your current credit profile, identifying areas for improvement and opportunities for growth.
  • Customized Credit Strategy: Receive a tailored action plan that addresses your unique credit situation, with steps to improve credit scores, reduce debt, and establish healthy financial habits.
  • Complimentary Credit Repair Assistance: We work to resolve negative items on your credit report, including disputes, incorrect information, and addressing outstanding issues that may be dragging your score down.
  • Debt Management Solutions: Get expert guidance on managing and reducing your debt effectively, including creating repayment strategies that fit your budget and long-term financial goals.
  • Credit Education: Our mentorship goes beyond fixing your credit—we educate you on the best practices for maintaining long-term credit health, from managing credit cards to understanding credit utilization and loan options.
  • Ongoing Monitoring & Support: Stay informed and on track with regular credit monitoring and expert advice as your credit situation evolves, ensuring you stay in control of your financial future.

Our Wealth Management Service is perfect for individuals looking to rebuild or enhance their credit while aiming to strengthen their financial foundation. With personalized guidance and proven strategies, we help you unlock new opportunities, secure better loan terms, and achieve financial freedom.

Start improving your financial profile today and take control of your financial future with our expert support.

***Please note that additional subscriptions may apply. We evaluate each individual and/or business on a case by case basis***

Additional information

Credit Mentor

Credit education, credit repair assistance, budgeting, financial education

Business Credit

Credit initiation for businesses, business strategies, business loans, startup business, entrepreneur credit, business consulting

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