BRONZE WEALTH MANAGEMENT

Description

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

Bronze Level

Ideal for: Small businesses or startups looking to establish or improve their business credit with basic guidance and support.

• Credit Profile: Typically newer businesses with little to no business credit history, or those with a fair business credit score. They may be seeking their first business credit line or loan.
• Needs: Foundational advice on building business credit, understanding business credit reports, and strategies to establish a positive credit profile.
• Goals: Secure small business loans, lines of credit, or better payment terms with vendors to support growth.
• Service Expectations: These businesses are seeking affordable, practical solutions to get started with building or improving their credit, along with essential tools for managing credit responsibly as they grow.

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***