Services

Business Consulting

We help clients build financial credibility and design step-by-step blueprints for business growth, funding, and wealth expansion

Business Analysis

Receive deep-dive reviews of your business plan, SWOT positioning, and current structure to maximize scale-readiness.

Project Strategy

We craft executable roadmaps tailored to your financial, administrative, and legacy goals—with milestone tracking and ownership.

Project Reporting

Generate audit-ready financial summaries, dashboards, and progress reports for funding, grant, and performance evaluation needs.

Back-Office Compliance

From LLC registration to bookkeeping, tax filings, and vendor onboarding, our CMBD Hub handles the admin so you don’t have to.

Funding Opportunity Support

We help you secure SBA loans, grants, crowdfunding, and PE by preparing investor-grade documentation and pitch materials.

Self-Lending & Credit Build

Learn to become your own lender while building Tier 1–4 business credit lines with trade references, net terms, and digital credit strategy.

Strategic Wealth Planning

Develop a 1–5 year financial blueprint that aligns your cash flow, legacy goals, insurance tools, and spiritual/emotional priorities.

Diversified Portfolio Design

Build and rebalance long-term wealth across asset classes including real estate, public markets, crypto, and private equity.

Emotional Wealth Check-ins

Meet with licensed therapists and coaches to assess mindset, burnout, and personal blind spots impacting wealth-building.

Spiritual Alignment Coaching

Faith-forward sessions to clarify purpose, stewardship, and giving strategies rooted in your values and beliefs.

Digital Wealth Dashboard

Access real-time visual reports tracking credit, revenue, KPIs, project milestones, and investment performance in one login.

Let's Talk Now.

If you need immediate assistance, please call:

(+1) 833-316-3633

Fill out our short form Request for Free Consultation and a Credio Credit Repair representative will contact you to schedule your FREE consultation.

Free Consultation

How We Work

How Our Wholistic Wealth Journey Works

Assess & Align

We begin with a deep-dive into your financial landscape, business structure, credit profile, and emotional/spiritual goals.

Strategic Planning

Our team builds a 1–5 year strategic wealth roadmap covering funding, admin, compliance, and long-term investment growth.

Funding Readiness

We prepare SBA-level financials, help structure investor decks, and guide credit positioning for immediate capital access.

Execute with Experts

You’re assigned a dedicated team (PM, financial advisor, tax expert, coach) who handles admin, compliance, and growth steps.

Monitor & Optimize

Monthly reviews track KPIs, funding progress, and score changes—while our advisors make data-backed adjustments to the plan.

Whole-Life Elevation

We include mindset & spiritual check-ins, family legacy sessions, and philanthropic planning to align wealth with purpose.

Ready to Build Your Wholistic Wealth Blueprint?

Book a complimentary Discovery Call and take the first step toward strategic funding, long-term growth, and legacy-building. Your 1–5 year roadmap starts here.

Book Discovery Call

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Client Reviews

What People Say About Our Services

Founded on principles of integrity, transparency, client focused service, our team of seasoned financial experts brings decades of experience to every client relationship. Whether you're looking to invest, manage your wealth funding for your business.

Abdur Rashid, CEO

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