The Wealth Magicians work for your wealth, freedom, and independence

How We Work With Clients

Funding Readiness Assessment

A structured evaluation of your current financial position and funding preparedness.
Includes next-step recommendations.

Lender-Ready Sprint (2–4 Weeks)

Focused engagement to:

  • Audit financial structure
  • Identify risk gaps
  • Improve documentation readiness
  • Develop a 90-day implementation plan

Best for businesses preparing for near-term funding.

Growth & Financial Coaching (12 Weeks)

Our core program.

  • Weekly coaching sessions
  • Cash flow and KPI reviews
  • Financial system implementation
  • Funding readiness roadmap
  • Accountability tracking

Ongoing Advisory / CFO Coaching

For established businesses requiring structured financial leadership support.

  • Bi-weekly strategic calls
  • Forecasting & capital planning
  • Offer evaluation support
  • Performance dashboard review

Book a Free Consultation Today and take the first step toward financial freedom.



Everyone deserves a chance at financial success.

Our team of experts uses proven strategies to help you navigate the complex world of finance, from securing loans to managing debt. We’re here to guide you every step of the way, making the process feel like magic.


  • Proven Strategies That Work: We’ve helped countless individuals and business owners take control of their finances.
  • Tailored Solutions for Your Goals: We don’t believe in one-size-fits-all. We craft custom financial plans for every client.
  • A Team That Cares About Your Success: We’re in this with you, every step of the way.