Question 1

What exactly is the Private Client experience?

Accepted Answer

It's our premium, hands-on level of service. Instead of learning the strategies and running them yourself, you start by talking directly with the Founder — we go over your goals, build a custom strategy around your exact profile, and then the team gets to work executing it for you.

Question 2

How is this different from the membership or the courses?

Accepted Answer

The membership and courses teach you the plays so you can run them. Private Client is done-for-you: custom blueprints built exclusively for your financial profile, direct priority access to Dime and the team, and our team implementing the strategy while you stay updated in real time.

Question 3

What happens on the first call?

Accepted Answer

It's a strategy session. We analyze your profile, talk through exactly where you're trying to go, and map the specific plays to get you there. By the end of the call you'll know the plan — and from there, the team takes over and starts executing.

Question 4

How does the deposit work?

Accepted Answer

Your call is secured with a $100 deposit at booking. The remaining balance is due within two weeks, and we'll send you everything you need to complete it. Your deposit goes toward your total — it's not an extra fee.

Question 5

What happens after the call?

Accepted Answer

Onboarding is seamless. If you decide to move forward, we'll send you your designated Dropbox folder to upload everything we need, and you'll be added to a private group chat with the founder, Dime, and the team — then execution begins, with real-time updates as things move.

Question 6

Do I need to prepare anything before the call?

Accepted Answer

Just show up. If you decide to move forward with Private Client after the call, we'll send you your designated Dropbox folder to upload the necessary information — nothing is needed from you before we talk.

Question 7

Who is Private Client for?

Accepted Answer

People who are serious about their credit and funding goals and want a team on it — not another course to finish. Spots are strictly limited so every client gets the hands-on attention this level promises. If you'd rather learn and execute yourself, the membership is your lane.

Question 8

Can I reschedule my call?

Accepted Answer

Yes — one reschedule is allowed. If you miss the rescheduled call, the deposit is forfeited. That said, if you still want to move forward with Private Client without the call, reach out — that can be reviewed on a case-by-case basis.

Question 9

Is my information secure?

Accepted Answer

Yes. Your information is used only to build and execute your strategy, handled only by the team working your file, and never shared outside of that work.

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