Service Menu

Financial & Credit Services, Offered by Need

This page outlines standalone and supplemental services available to clients at different stages. Whether you need targeted credit support, a one-time review, or a specific financial service, each option is designed to work within a broader strategy, not in isolation.

Services

Choose the Support You Need Now

Start with one of our two flagship services: Fractional CFO (cash flow and planning) or Credit and Capital Readiness (profile governance). For advanced support, request Executive or Private Client consideration. For targeted needs, choose an à la carte option below.

Flagship
Fractional CFO Diagnostic (30-Day)
$1,700
30-day diagnostic
  • Household or business cash flow review
  • Leakage and inefficiency identification
  • Debt, reserves, and priority planning
  • 2 to 3 strategy meetings in 30 days
  • Written action plan tailored to your goals
Explore Fractional CFO
Flagship
Credit Profile Management (90-Day Cycle)
$1,200
pay in full available
  • Full audit and compliance review
  • Consumer law aligned correction strategy
  • All three bureaus covered
  • Secure portal for uploads and tracking
  • Optimization plan after corrections
Begin Credit Profile Management
Advanced
Executive Client Services
Review Required
pricing after review
  • Higher touch oversight for near term goals
  • May include CFO advisory, credit governance, or both
  • Capital planning: timing, sequencing, and approvals
  • Structured check ins and accountability
Request Executive Review
Advanced
Private Client Services
Review Required
invitation level support
  • Concierge partnership for complex goals
  • Includes CFO oversight and credit governance as needed
  • Coordination with CPA, insurance, and investment partners
  • Scenario planning for major financial moves
Request Private Consideration
À La Carte

One-Off Support and Add-Ons

These options are best for targeted needs. If you’re building toward a larger goal, start with a flagship service and use these as supporting tools.

À La Carte
Custom Correction Letter (DIY)
$149
per letter set
  • One customized correction letter set
  • Targeted to a specific item or group
  • Consumer law aligned language
  • You handle mailing and tracking
Request DIY Letter
À La Carte
Premium Correction Letter Service
$299
per letter set
  • Done for you drafting, mailing, and tracking
  • Consumer law aligned strategy
  • Multi cycle correspondence when needed
  • Ideal for targeted corrections
Request Premium Support
Strategy
50-Min Financial Reset Session
$50
per session
  • Immediate clarity on your situation
  • Identify cash flow gaps and priority moves
  • Good first step if you’re unsure
Book Reset Session
Advanced Tools
Tradeline Education & Placement
Audit Required
before any placement
  • Plain language education on what tradelines are and aren’t
  • Who they may help and who should avoid them
  • Eligibility review after an audit or profile review
  • Optional partner platform access for exploration
Learn About Tradelines
Ongoing Support
Membership
Updated Pricing
see membership page
  • Month to month CFO oversight and guidance
  • Clean reporting and structured support
  • Choose Foundation through Signature based on your stage
View Membership Details
Not sure where to start? Begin with the 50-Min Financial Reset Session or reach out through the contact page. Executive and Private Client services are determined after review.