our Packages
Basic Financial Consultation PACKAGE
One-on-one consultation to assess financial needs, review current financial standing, and recommend solutions.
Service Includes
- Initial financial assessment (income, expenses, debt, credit profile)
- Recommendations for personal loans, savings plans, or financial literacy resources
- Basic education on credit management and budgeting
Terms
- Pay-as-you-go, with no long-term commitment
- Follow-up consultations available at a discounted rate ($120 for additional sessions)
Steps
- Initial client intake and goal setting
- Review of current financial situation.
- Provide tailored financial advice and recommendations
- Follow-up if requested to monitor progress.
Loan Application Support Package
Comprehensive guidance on preparing for and applying for personal or business loans.
Service Includes
- Assistance with loan application forms (personal or business)
- Review of financial documents (income statements, business plans, etc.)
- Credit score improvement strategies
- Connection with lenders or financial institutions
Terms
- One-time payment for a complete loan application process
- Additional services like revising rejected applications for $100 per additional hour
Steps
- Initial consultation to determine loan needs.
- Document review and preparation.
- Assistance in filling out the application and submission process.
- Follow-up with the client to review lender responses and next steps.
Grant and Subsidy Navigation Package
Help Indigenous businesses and individuals find and apply for grants and government subsidies
Service Includes
- Research and identification of applicable grants and subsidies
- Grant writing and application submission
- Monitoring of grant deadlines and compliance
Terms
- Split payment: 50% upfront, 50% upon final delivery of the advisory report
- Additional services beyond 12 hours at $150/hour
Steps
- Initial business analysis and strategy meeting.
- Financial health assessment and goal setting.
- evelop tailored financial plan (budget, cash flow, etc.)
- Final report and optional follow-up for implementation support.
Business Financial Advisory Package
Comprehensive business financial planning, including budgeting, cash flow management, and growth strategies.
Service Includes
- Detailed business financial health assessment
- Cash flow forecasting and budgeting
- Guidance on accounting best practices
Terms
- Pay-as-you-go, with no long-term commitment
- Follow-up consultations available at a discounted rate ($120 for additional sessions)
Steps
- Initial client intake and goal setting
- Review of current financial situation.
- Provide tailored financial advice and recommendations
- Follow-up if requested to monitor progress.
Financial Literacy Workshop Package
Group workshops designed to teach financial literacy, budgeting, and personal financial management for Indigenous communities.
Service Includes
- Interactive workshops covering credit, budgeting, debt management, and savings strategies
- Customizable content depending on community needs (e.g., business finance, home ownership, etc.)
- Educational materials and tools for participants
Terms
- 50% deposit upon booking, balance due on completion
- Additional participants charged at $50 per person
Steps
- Pre-workshop consultation to determine specific community needs
- Develop custom educational content for the workshop
- Deliver the workshop with interactive exercises and Q&A sessions
- Provide participants with follow-up materials and resources.
Optional Add-ons:
Credit Score Monitoring and Coaching
- where clients receive regular credit reports and coaching on improving their credit.
$100
/month
Document Review and Tax Prep Assistance
- for those needing help with personal or business tax documents, financial statements, or other paperwork.
$200
/per review
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