By application · founder-led

The Financial Analysis

A founder-led read of your financial file. I read it the way the bank reads it, then hand you — in plain English — what they’re going to see, before you walk in.

Get your file read What’s included
Format
Founder-led 1:1
Turnaround
3–5 days
Delivery
Private portal
Price
$1,000 flat
Why now
01

Every serious financial move turns on how the room reads your file. Most people walk in having never seen what the person across the table is about to read. The read closes that gap — before the decision, not after.

The Process

How the read works, start to finish.

Step 01

Begin

Intake, scope confirmed. I open your file in a private portal that is yours to keep.

Step 02

Upload

Your files and documents land in the private portal for review — nothing arrives by email.

Step 03

Translate

I read the file the way the bank reads it. The walkthrough video records while I read — not after.

Step 04

Receive

All five enclosures delivered together in the portal. Yours to revisit when the next decision comes.

What’s Included

Everything that lands in your portal.

Readiness report

A written read of your file — what is on the page, what the room sees, and the gap between the two.

Walkthrough video

Me on screen, reading your file out loud in the order I read it. Pause, rewind, take notes.

Action tracker

An ordered list of what the file points to — each item, why it matters, what to watch for.

Readiness checklist

One page, single-glance — built to carry into the room or hand to whoever reads the file next.

Close note

A one-page close — what I read, what I found, what I handed off. Come back to it later.

Private portal — kept

All five enclosures live in a private portal you keep access to, permanently.

In practice
I don’t promise outcomes. I promise you’ll walk into the room already knowing what they’re about to see — instead of hoping.
Que — Founder, UTHEDGEOFFICIAL
96%
of clients hit their 12-month goal
3.1x
average revenue multiple
200+
founders in the network
My
Commitment

The promise you can hold me to.

You get my full attention on your file — direct, honest, and a read I’d put my name on. If your file isn’t right for this work, I tell you and we don’t move forward.

The Investment
$1,000 flat

The Financial Analysis is $1,000, flat, one-time. We confirm it is the right fit before you ever pay — no tiers, no retainer, no upsell.

Apply for a read

Questions, answered

Who is this for?

People preparing for a serious financial move in the next ninety days — a mortgage, a business credit conversation, or a rebuild after a denial.

How long does it take?

The window starts when your files land in the portal. Each read is delivered when it is complete — quality over a clock. If it needs longer, I tell you.

Do you change anything on my file?

No. I explain what is on the file and what the room will see. Nothing is changed or done on your behalf — the decision stays yours.

What is this, legally?

Educational and informational — not financial, investment, tax, or legal advice, and not credit repair. The role is translator: I read the page and explain what it says.

A limited number of reads each month

One file. One read. One decision.

I read a limited number of files each month, personally. If a serious move is coming, the next step is a short application.

Get your file read