🎓
Service • Financial Education Sessions
One-on-one personalized education on your specific situation.
Not every situation needs a full multi-week engagement. Sometimes you need a focused, personalized education session on your specific credit, business, or funding question. One-on-one. Plain English. Walk away with a clear next step.
What's Included
What a typical session covers.
Financial Education Sessions are scoped to your specific question or situation. Here's what a typical session might cover — we'll customize based on what you actually need.
Credit Report Walkthrough
We sit with your 3-bureau (or 7-bureau) report and walk through it line by line. You'll understand exactly what's reporting and what it means.
Business Credit Profile Review
Walkthrough of your existing Dun & Bradstreet, Experian Business, and Equifax Business files. What's there, what's missing, what to do about it.
Funding Readiness Assessment
A focused review of where your business sits in terms of lender requirements — revenue, time-in-business, banking, credit. You'll know your real position.
Action Plan Education
Education on what your next 30, 60, and 90 days should look like to move toward your specific goal — whether that's an application, a deletion, or a structure decision.
Goal-Setting Session
If you don't know what your goal should be yet, we work through it. Buying a house? Funding the business? Cleaning up after a hard period? Different goals, different playbooks.
Question-and-Answer Focus
Bring your specific situation. We'll walk through it in plain English and tell you what we'd do in your shoes — education only, no UPL, no representations.
Who This Is For
Who this engagement fits best.
Financial Education Sessions are for people who want focused, one-on-one education without committing to a full multi-week engagement up front.
Not sure where to start
You know something needs to change but you're not sure which piece to fix first. A single session can be the lens that tells you what to focus on.
Specific question
You have a focused question — about an account, a structure decision, an upcoming application. You don't need months of consulting; you need an hour of clear education.
Trial before commitment
You want to know what working with Kevinomics actually feels like before booking a longer engagement. A session is the lowest-friction entry point.
The Engagement
How a typical session runs.
A Financial Education Session is a single focused appointment — though many clients book a series of 2-3 sessions instead of jumping straight into a full engagement.
Step 01
Intake
Before the session, you'll share what you're trying to figure out and what documents (if any) you want to walk through together.
Step 02
The Session
60-90 minutes of focused one-on-one education on your specific situation. Plain English. No script. We answer the questions you bring.
Step 03
Documented Recap
After the session, you receive a documented summary of what we covered, what we'd recommend looking at next, and any referrals to other engagements or licensed professionals.
Step 04
Next Step (Optional)
If a deeper engagement makes sense — Credit Consulting, Business Funding, etc. — we'll talk through fit. No pressure; sometimes one session is genuinely all you need.
Deliverables
What you walk away with.
A single Financial Education Session is short, but the takeaways are concrete.
60-90 minutes of personalized one-on-one education
Documented session recap with key takeaways
A clear next-step recommendation (engagement, professional referral, or DIY)
Answers to the specific questions you came in with
Optional follow-up session if you want to continue
Optional path into a longer engagement if it fits
Scope & Boundaries
What this engagement is — and what it is not.
Kevinomics Consulting provides education, consulting, and guidance only. We are not a lender, broker, attorney, CPA, or licensed financial advisor. Here's the clear line.
What we do in this engagement
Provide focused one-on-one education on your situation
Walk through your specific documents and questions
Educate you on what your next step could look like
Recommend a licensed professional if your need is outside our scope
Cross-link to a longer engagement if a session isn't enough
What we don't do
Provide legal, tax, or investment advice
Substitute for working with a licensed attorney or CPA
Submit, file, or execute anything on your behalf
Guarantee specific outcomes from any single session
Create a professional relationship with legal obligations
Have a specific question? Start with a session.
Book your consultation. We'll talk through what you're trying to figure out and whether a single Financial Education Session is the right starting point — or if something else fits better.
Kevinomics Consulting LLC. Provides credit consulting, business funding advisory, and financial education only. We are not a lender, mortgage broker, attorney, CPA, or licensed investment advisor. Nothing on this page constitutes legal, tax, or investment advice. No fiduciary or attorney-client relationship is created by accessing this content or engaging our consulting services. Individual results vary based on file complexity, lender requirements, market conditions, and client execution. For legal filings, tax preparation, or investment decisions, consult a properly licensed professional. • kevinomics.com • authorizedtrades.com
Free Guides
Plain-English playbooks for everything we cover in consulting.
-
Sale!
-
Sale!
HOW TO FIND NO-DOC BUSINESS LINES OF CREDIT
Original price was: $37.00.$0.00Current price is: $0.00. -
Sale!
HOW TO STACK $100K IN UNSECURED CASH
Original price was: $37.00.$0.00Current price is: $0.00. -
Sale!
HOW TO STACK $250K IN 0% BUSINESS FUNDING
Original price was: $47.00.$0.00Current price is: $0.00.