Services
Chose the Package That Works for You.
Basic BankingLet's take it one step at a time. Learn the everyday banking techniques by gaining the knowledge you've always wanted to know. Explore Checking, Savings, Minor, and Students Account options. Then, we'll find a bank that best fits your needs while building your financial portfolio.
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Start A BusinessHave an idea but dont know how to put it on paper. Learn how to start, market and build your business from scratch. Then we will find a bank that best fits your needs.
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How Credit WorksLearn how credit can make your dreams come true. Educate yourself about your possibilites of building good credit one product at a time. Believe me, this is not information you want to miss!
Credit is King. |
Basic Banking Package
$50.00
With the Basic Banking Package You Would Recieve:
- One Hour Virtual Banking Session
- Deep-Dive Into Current Banking Life
- Financial Goals Agenda
- Banking Product Knowledge
- Products and Services Recommendations
- Bank Recommendations that best fits financial needs
- Most-Importantly, Your very own Banker!
How To Start A Business
$100.00
Learn how to start a business. Expect:
- Discussing Busines Goals
- Business Marketing
- Learn what Bank account is best for your business
- Learn How to establish business credit
- Learn what bank will cater to what you are looking for as a business ower
- Learn Products and Services For the Business
- How to keep the business and personal relationship seperate
- An Appointment to the Bank to open a business account based on the consultation
How Credit Works
$60.00
Credit is extremly necessary if you want to live a certain way, whether it's business or personal. In this package expect:
- Financial break down of credit portfolio
- How to build credit
- How to manage a healthy credit profile
- Learn about debt to income ratio
- How to build personal credit versus business credit
- Referral to a bank for credit needs
- Break down of tools to use to manage credit for fee
- And More