
Your Journey in 4 Simple Steps
Collapsible content
SCHEDULE YOUR CONSULTATION
Most clients discover us on social media, referrals or community events. No matter how you found us, your first step is to schedule a consultation here, so we can create a plan that fits your needs- credit, taxes, or document preparation services.
SECURELY SUBMIT & SIGN
You'll receive a private link to your client dashboard to upload your documents and electronically sign your engagement agreement, which outlines fees, scope of work and deliverables.
WE BEGIN YOUR SERVICES
Within 3 business days, our team will review your documents, start your credit disputes, tax filings, or custom plan.
MONITOR YOUR PROGRESS
Lon in to your Client Portal anytime to see status updates, messages, actions taken, and next steps.

What Our Clients Are Saying..
1
/
of
5
Join Our VIP List
Receive credit & tax tips, alerts, early access and more.
