You have the vision. Now let's build the capital roadmap.
Whether your bag is a house, business, investment property, development project, acquisition, expansion or your next big idea, the first step is figuring out what you're trying to accomplish, what the numbers look like and which capital lane may fit.
Dream It. Fund It. Build It. Secure It.
Secure the Bag Capital Consulting Program™
We don't start by asking, “What loan do you want?”
We start by asking, “What are you trying to accomplish?”
A strategic capital planning program designed to help business owners, entrepreneurs, homeowners, real estate investors and developers understand their financial position, identify potential capital options and create a customized roadmap for moving forward.
Dream It
Define your capital goal.
Map It
Analyze the numbers and potential capital strategies.
Fund It
Prepare for the appropriate capital execution path.
Secure It
Execute the plan and prepare for the next opportunity.
Find yourself on this list.
Homeowners
Equity, home financing and major financial goals.
Start my Capital Checkup →🏘Real Estate Investors
Rental properties, DSCR, fix & flip, refinance and portfolio growth.
Start my Capital Checkup →🏢Business Owners
Working capital, expansion, equipment, acquisitions and business financing.
Start my Capital Checkup →🏗Developers
Land, construction, multifamily, commercial and development projects.
Start my Capital Checkup →🚀Entrepreneurs
Startup and growth capital planning.
Start my Capital Checkup →💰Investors
Capital strategy for new acquisitions and opportunities.
Start my Capital Checkup →What's in your bag?
Before we recommend a capital strategy, let's determine exactly what you're trying to accomplish. A few questions, one at a time — you'll get a preliminary Capital Readiness Score™ at the end.
No sensitive documents required to start. Educational and preliminary only — not an approval, underwriting decision or guarantee of financing.
Which capital lane fits your bag?
Home & Equity
- HELOC
- Home equity
- Purchase financing
- Refinance
- Jumbo
- Other residential options
Capital products and availability depend upon qualifications, program requirements and applicable law.
Your Capital Roadmap
Capital Goal
Amount needed, use of funds and desired timeline.
Capital Readiness Score™
Where your financial position stands today.
Capital Gap Analysis
What may stand between you and capital right now.
Capital Lane Analysis
Financing strategies worth exploring.
Borrowing Capacity Snapshot
Preliminary analysis based on what you share.
Capital Stack Strategy
How legitimate sources of capital could work together.
Documentation Plan
Exactly what paperwork will be required.
30-Day Action Plan
Immediate priorities.
60-Day Action Plan
Financial positioning.
90-Day Action Plan
Capital execution.
12-Month Capital Plan
What happens after the first transaction.
We help you get capital ready.
Tick off what you already have. Nothing is uploaded here — this is just your personal checklist.
Don't chase capital. Build a capital strategy.
Secure the Bag Capital Roadmap™
$2,995
Professional capital consulting engagement
- ✓ Capital Checkup™
- ✓ Capital Readiness Score™
- ✓ Capital Strategy Session
- ✓ Capital Goal Analysis
- ✓ Capital Gap Analysis
- ✓ Capital Lane Finder™
- ✓ Capital Roadmap™
- ✓ Capital Ready Checklist
- ✓ 30/60/90-Day Capital Action Plan
- ✓ 12-Month Capital Strategy
- ✓ Deal Room setup
- ✓ Executive Summary
- ✓ Final Capital Roadmap presentation
Secure the Bag Private Capital Office™
$4,995+
For $1M+ capital needs, developers, multi-property owners, complex businesses, acquisitions and portfolio restructuring.
- ✓ Everything in Capital Roadmap™
- ✓ Expanded financial analysis
- ✓ Multiple capital scenarios
- ✓ Capital stack modeling
- ✓ Project/deal review
- ✓ Two private strategy sessions
- ✓ Up to 90 days of consulting
- ✓ Priority Capital Concierge
- ✓ Quarterly capital strategy review
Secure the Bag Capital Concierge™
For eligible clients, the next phase may include implementation assistance: organizing documentation, preparing the capital package, coordinating appropriate applications, tracking milestones and requested conditions, transaction coordination, closing-readiness support and post-capital planning.
Additional execution, financing, brokerage, consulting or transaction fees, if applicable, will be disclosed in a separate written agreement and are subject to applicable law and licensing requirements.
Don't just secure one bag. Build a strategy for the next one.
$297/month · or $2,997/year
- ✓ Quarterly Capital Checkup™
- ✓ Updated Capital Readiness Score™
- ✓ Quarterly Capital Strategy Session
- ✓ Capital opportunity reviews
- ✓ Deal reviews
- ✓ Capital education
- ✓ Capital dashboard
- ✓ Annual Capital Roadmap update
- ✓ Priority consultation access
How this works, start to finish.
- 01Secure the Bag episode
- 02Capital Checkup™
- 03Capital Readiness Score™
- 04Capital Strategy Call
- 05Capital Roadmap™ — $2,995
- 06Ready now? Capital Execution — or a Capital Build Plan
- 07Capital event
- 08Next Capital Roadmap
- 09Secure the Bag Capital Club™
Next deal. Next property. Next business. Next bag.
Dream it. Fund it. Build it. Secure it.
Secure the Bag Capital Consulting Program™ provides consulting, education, financial organization and capital strategy services. Financing is subject to lender, investor or program requirements, underwriting, eligibility and approval. Nothing on this website constitutes a guarantee of financing, credit approval, investment performance, legal advice or tax advice. Certain financing, brokerage, referral, mortgage or capital-raising activities may require separate agreements, licensed professionals or registered entities. Applicable fees and services will be disclosed before engagement.