A banker in your corner. Every month.
Stay on Track With Someone Who Has Approved and Declined Thousands of Loans.
Building toward bankability takes time. The Monthly Advisory Retainer keeps you on track with regular financial reviews, progress monitoring against your improvement roadmap, and direct access for questions between sessions. This is for business owners who are serious about getting loan-ready and want ongoing guidance from someone who spent over 20 years making lending decisions at banks ranging from community institutions to large regional and national lenders.
Retainer clients receive a monthly financial review, progress tracking against their 90-day improvement plan, and direct advisory access between sessions. Three-month minimum commitment. Ideal for businesses in the High Risk or Developing credit tier working toward bankability.