Wealth by Design Studios
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  • More
    • Home
    • Explore Wealth By Design
      • About Us
      • Services
      • Client Intake Form
      • Personal Tools
      • Business Education Blog
  • Home
  • Explore Wealth By Design
    • About Us
    • Services
    • Client Intake Form
    • Personal Tools
    • Business Education Blog

How it Works:

1. Choose Your Starting Point

Select the service that fits your needs—business setup, funding, payment processing, or partnership. 

2. Submit Your Information

Complete a quick intake form so we can understand your business, goals, and current position. 

3. Review & Strategy

We carefully review your submission and determine the best structure, funding options, payment processing solutions, or next steps based on your needs. 

4. Service Recommendation & Payment

You’ll receive a personalized recommendation along with the appropriate service package and pricing.
Once approved, you’ll receive a secure payment link to move forward. 

5. Execution & Support

We begin working on your business setup, funding strategy, or partner connection while keeping you informed every step of the way. 



*** We do not charge upfront without first understanding your needs. Every recommendation is tailored to ensure the best outcome for your business. 

Ways We Help You Start, Build & Get Funded

BUSINESS FUNDING CONCIERGE SERVICE

BUSINESS LAUNCH FOUNDATION (DIY Starter)

BUSINESS LAUNCH FOUNDATION (DIY Starter)

Funding Placement & Approval

We help you get the funding your business needs without the confusion.

What’s Included:

  • Business Review: We assess your business to understand where you stand and what you may qualify for
  • Lender Matching: We connect you with lenders that align with your business and funding goals
  • Application Submission Support: We assist with submitting applications or guide you step-by-step so everything is done correctly
  • Funding Strategy: Clear direction on how to position your business for stronger approval chances
  • Approval Guidance: Ongoing support as you move through the approval process
  • Next Steps Plan (if needed): If you’re not approved yet, we’ll show you exactly what to fix and how to improve

Best For: Businesses ready to secure funding and need help with getting approved.

Investment: Pricing varies (based on business profile, funding needs & lender requirements)

Build My Business Credit

BUSINESS LAUNCH FOUNDATION (DIY Starter)

BUSINESS LAUNCH FOUNDATION (DIY Starter)

BUSINESS LAUNCH FOUNDATION (DIY Starter)

  Do-It-Yourself Business Setup System

A guided step-by-step system that teaches you how to properly structure and launch your business the right way without hiring a done-for-you service.
What’s Included:

  • Step-by-step business startup roadmap 
  • Business structure guidance (LLC, EIN, NAICS basics) 
  • Compliance checklist 
  • Setup walkthrough process 
  • Resource templates & tools 
  • Q&A guidance support 

Best For:

Entrepreneurs who want to understand and build their business themselves with structure, clarity, & resources.

Investment: $197 – $297

Start My Business Setup

START YOUR BUSINESS THE RIGHT WAY

BUSINESS LAUNCH FOUNDATION (DIY Starter)

PAYMENT PROCESSING & MERCHANT SOLUTIONS

Done-For-You Business Setup

Launch your business with the proper structure, compliance, and foundation — without confusion or costly mistakes.
What’s Included:

  • LLC Registration Filing 
  • EIN Setup Completion 
  • Business Structure Review (NAICS & activity) 
  • Compliance Setup Checklist 
  • Business Banking Strategy 
  • Launch-Ready Setup 
  • Guided Support Call

Best For: 

Entrepreneurs who want everything set up professionally so they can focus on growing.

 Investment: $497 – $697 

Start My Business Setup

PAYMENT PROCESSING & MERCHANT SOLUTIONS

GET FUNDING READY & STRATEGICALLY POSITIONED

PAYMENT PROCESSING & MERCHANT SOLUTIONS

Get Approved for Reliable Payment Processing solutions tailored to your business type and risk level.
What’s Included:

  • Merchant Account Guidance 
  • Processor Matching 
  • High/Low Risk Placement Strategy 
  • Chargeback Risk Review 
  • Approval Strategy 

Best For: Businesses ready to accept payments securely & keep more of their revenue.

Investment: Custom Pricing

Get Payment Solution

BUILD BUSINESS CREDIT & FUNDABILITY

GET FUNDING READY & STRATEGICALLY POSITIONED

GET FUNDING READY & STRATEGICALLY POSITIONED

 Business Credit Builder

Establish a strong business credit profile and position your business to qualify for funding.
What’s Included:

  • D-U-N-S Profile Setup 
  • Vendor & Trade Line Strategy 
  • Fundability Assessment 
  • 90-Day Credit Roadmap 
  • Banking Strategy 
  • Strategy Call 

Best For: Business owners ready to build strong credit and become fundable with lenders.

Investment: $697 – $997

Build My Business Credit

GET FUNDING READY & STRATEGICALLY POSITIONED

GET FUNDING READY & STRATEGICALLY POSITIONED

GET FUNDING READY & STRATEGICALLY POSITIONED

 Funding Readiness & Capital Strategy

Get your business fully prepared to apply for funding with a clear plan and lender strategy.
What’s Included:

  • Funding Readiness Review 
  • Business Profile Analysis 
  • Credit & Fundability Evaluation 
  • Lender Matching Strategy 
  • Application Strategy 
  • Funding Roadmap 
  • Optional Placement Support 

Best For: Businesses preparing to access capital ($10k-$100k+) & improve approval odds. 

Investment: $997 – $1,500

Get Funding Ready

COMPLETE BUSINESS BUILD & FUNDING SYSTEM

COMPLETE BUSINESS BUILD & FUNDING SYSTEM

COMPLETE BUSINESS BUILD & FUNDING SYSTEM

 Full Business Build (Flagship)

A complete, done-for-you system that takes you from idea to a structured, fundable business.
What’s Included:

  • Business Setup 
  • Business Credit Builder 
  • Funding Strategy System 
  • Priority Support 
  • Full Business Roadmap 

Best For: Entreprenuers who want the complete done-for-you solution to launch, build credit, get funded & scale with confidence. 

Investment: $1,997 – $2,997

Build My Business & Get Funded

Become a Partner

COMPLETE BUSINESS BUILD & FUNDING SYSTEM

COMPLETE BUSINESS BUILD & FUNDING SYSTEM

Join our network of trusted professionals and connect with businesses ready for growth. Collaborate, expand your reach, and provide services our clients need. 


We carefully vet each partner to maintain quality and trust for our clients. 

Become a Partner

Additional Fees May Apply

State Filing Fees

Varies by state

1:1 Strategy Call

$97

Personalized guidance tailored to your business goals and next steps. 

Virtual Address (Optional)

 Starting at $10/month or $100/year

*** We do not charge upfront without first understanding your needs. Every recommendation is tailored to ensure the best outcome for your business.

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