A comprehensive 3-year mentorship program designed to build future-ready financial professionals through hands-on experience, advanced systems, and full business development support.
From mastering tax preparation to launching your own fully structured financial services firm, we walk with you every step of the way.
Complete tax education & compliance training
Software walkthrough using SEVYN software
Client intake forms & process
Branding & digital presence setup
Automation & system integration
Credit repair software & client portal setup
Uploading disputes, audit templates & tracking progress
Credit analysis training & report creation
VA (Virtual Assistant) integration for backend support
Portal-based client communication
Business entity formation (LLC, EIN, DUNS, etc.)
Business structuring for long-term growth
Tiered business credit building (Tier 1, 2, and 3 vendors)
Access to lender criteria & funding application support
Business funding strategies & guidance
Business funding strategies & guidance
Marketing strategies to attract & retain clients
KPI & dashboard tracking for all business lines
Sales & lead generation funnels
Reporting systems to monitor business performance
Mastery check across all phases
Review of systems, tools, automations & workflows
Final project or capstone assessment
Graduation and certification as a financial business owner
Discover how to build a strong brand identity and engage with your audience to drive traffic and convert visitors into loyal customers.
Learn the application process and the requirements lenders look for to secure funding under your business's EIN.
Understand the best practices for choosing the right business entity, ensuring legal compliance, and protecting your personal assets from business liabilities
Real industry tools & templates
3-year mentorship with support, not just training
Step-by-step business building strategy
Community & accountability groups
Profit-sharing opportunities
The #1 Business Structure Formula You Need To Become A Funding Magnet & Attract Over A Million Dollars In Tax
The Easiest Way To Understand Your Legal Requirements, Reduce Overwhelm, & Establish A Successful Business Or Nonprofit This Year
My 6-Figure Tax Proposal Blueprint Anyone Can Leverage To Maximize Funding & Avoid Hiring A Grant Writer Ever Again
No hesitation, we can help you with a free Consultation