Funding Strategy Plan
Service Description
For business owners serious about qualifying and applying strategically. The $1,297 Funding Strategy Plan includes everything in Capital Clarity, plus a comprehensive funding audit, a customized qualification improvement plan, lender alignment guidance, 2–3 private strategy sessions based on your needs, application positioning guidance, and email support during your strategy period. Your 90-day strategy period begins with your first included strategy session. Attend your first session within 30 days of purchase unless Serenity Financials approves an exception. A preliminary consultation does not start the strategy period. Funding approval is determined by third-party lenders and is not guaranteed.
Cancellation Policy
Please book your session at least 24 hours in advance. Cancellations and rescheduling require at least 24 hours’ notice before the scheduled start time. A 15-minute grace period applies. If you have not attended within 15 minutes of the scheduled start time, the session is treated as a no-show. A no-show or cancellation within 24 hours of the scheduled start time counts as one included strategy session. Serenity Financials may approve exceptions at its discretion. The Funding Strategy Plan is non-refundable after purchase because preparation begins before the first session. Canceling a session does not refund the package. Sessions may be rescheduled in accordance with the 24-hour notice policy.
Contact Details
404-913-6560
support@serenityfinancials.com
8735 Dunwoody Place Suite R, Atlanta, GA 30350, Dunwoody Place, Atlanta, GA, USA