Your credit bank,
with a foundation.
Choose your coaching package.
One credit bank serves coaching, tax planning, and advisory. Credit purchases and booking use the established firm calendar.
Verify your Guide.
Register your copy so we can confirm ownership. Registration alone does not unlock paid services.
Register your copy →Complete your free consultation.
Tell us about your situation through your private consultation link. Your verified email carries into the coaching experience.
Start the consultation →Review your package and payment.
One credit is $300; 3 credits are $900 and 6 credits are $1,800. The shared calendar uses 1, 1.5, or 2 credits per hour by season. Review the existing credit terms and payment options before purchasing.
View planned payment options →Use your credits to choose a time.
After confirmed payment, use your shared credit balance to choose an available appointment. Complete the same organizer and baseline preparation used by the advisory calendar. Booking deducts the date’s credit cost; your confirmation includes the meeting details.