Customer Care
Frequently Asked Questions
Clear answers for credit strategy, business funding readiness, tradelines, planners, digital downloads, consultations, payments, and after-purchase support.
Start Here
Before You Purchase
These answers help visitors understand what to expect before buying or booking.
No. Christina The CEO provides education, strategy, planning, tools, and support. Approvals, score increases, deletions, funding amounts, tradeline posting, and timelines are not guaranteed.
Start with the CEO Credit Path if you are unsure. Choose Personal Credit for consumer credit help, Business Credit for funding readiness, and Tradelines for authorized user options.
Start HereUse the Client Next Steps page after purchase. It gives access instructions, prep steps, portal links, support guidance, and forms when needed.
Next StepsCredit + Funding
Service Questions
A strategy call is for direction, review, and planning. It helps you understand the next best move before applying, paying accounts, disputing, or choosing a package.
Book a CallIt focuses on business setup, banking, documentation, credit position, deposits, application timing, and lender readiness before you apply.
Business CreditWe can provide strategy and education based on the information you provide, but final approval decisions are made by lenders, bureaus, banks, and third-party providers.
Use ToolsTradelines
Authorized User Questions
No. Posting can vary by bank, bureau, profile, timing, reporting cycle, and matching information. Tradeline posting and score movement are not guaranteed.
Use the Tradelines page and complete the placement form. Make sure your information is accurate before the posting window closes.
View TradelinesTerms can vary by listing and availability. Review the current list and instructions before submitting. Inventory and pricing can change quickly.
Search ListPlanners + Downloads
Product Questions
After checkout, check your email and use Client Next Steps if you need help locating access instructions or download details.
Digital DownloadsUse the Planner Shop Guide. It helps separate adult planners, kids money planners, teen/young mogul planners, hard copies, and digital copies.
Planner GuideUse the Contact page for service questions, order questions, portal help, and support requests. Include your order email when possible.
Contact SupportStill Need Help?
Use Contact Support or return to Client Next Steps if you already purchased.
Quick Navigation
Need a Different Path?
Before you leave, choose the next step that matches your goal.
Education, strategy, planning, and support only. No approvals, funding, deletions, credit score increases, tradeline posting, banking outcomes, or timelines are guaranteed.