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Part 1: Credit & Profile Positioning

Please pull your credit report using this link and note all three scores below

Funding can only begin after credit monitoring

is verified.

You must have ONE of the following credit monitoring services: (if you have any other credit monitoring service you may pause the membership while we are working together)


• SmartCredit
• IdentityIQ
• MyFreeScoreNow

If you do not already have one of the above, you are required to sign up using this link before we can continue:


https://www.smartcredit.com/shepire

https://app.myfreescorenow.com/enroll/B02B4884

If you already have one of the approved services, please provide your login email/username below so access can be coordinated securely.

username 
username 

Part 2: Business Structuring

name /address
10 digits

Part 3: Banking & Strategy Setup

Part 4: Goal & Funding Use

Next Steps