1
Prepare
Complete the free Business Health Scan so we can understand the bigger picture.
TALK WITH QUOTI
Business guidance first—with a separate personal path.
Choose a free 15-minute discovery call to determine fit, or a $99 focused consultation with a personalized roadmap. Personal and business information remain on separate service paths.
Separate service paths
Free 15-minute option
No automatic service purchase
BUSINESS CONSULTATIONS
Guidance for your business.
Use this primary path for business finances, operations, marketing, systems, business credit readiness, and growth.
FREE BUSINESS DISCOVERY CALL · 15 MINUTES
Determine whether Quoti is the right fit.
Share the main concern and ask basic questions. This introductory call does not include an assessment, detailed recommendations, or a written roadmap.
$99 BUSINESS CONSULTATION
Get a focused review and business roadmap.
We review your Business Health Scan, discuss your priorities, identify what deserves attention first, and provide a personalized written business roadmap.
2
Review
Discuss your business finances, operations, customers, systems, credit readiness, or growth priorities.
3
Roadmap
Receive a personalized business roadmap with priorities and recommended next steps.
PERSONAL FINANCIAL WELLNESS
A separate path for individual financial needs.
Use this path for budgeting, personal credit education, debt organization, savings goals, and financial readiness.
Take My Free Personal Wellness Scan →FREE PERSONAL DISCOVERY CALL · 15 MINUTES
Determine whether personal support fits.
Share your main concern and ask basic questions. This call does not include credit repair, detailed recommendations, or a written roadmap.
$99 PERSONAL FINANCIAL WELLNESS CONSULTATION
Get focused guidance and a personal roadmap.
Receive education, planning, and a personalized written wellness roadmap—not credit repair, legal advice, tax advice, or investment advice.
1
Prepare
Complete the Personal Financial Wellness Scan or bring the concerns and goals that matter most to you.
2
Review
Discuss budgeting, personal credit education, debt organization, savings goals, or financial readiness.
3
Roadmap
Receive a personal financial wellness roadmap with clear, practical next steps.
Know the core terms before you schedule.
Cancel at least 24 hours before a paid consultation for a refund or reschedule. Requests within 24 hours may be rescheduled once. If Quoti cancels, choose a refund or new time. See the full Terms of Use.
Quoti provides education and planning—not credit repair, debt settlement, investment advice, legal advice, or tax advice.