TALK WITH QUOTI
Business guidance first—with a separate personal path.
Choose a free 15-minute intro call or a $99 Quoti Business Health Review™ for a closer look at your business.
CHOOSE ONE PATH
What kind of help are you looking for?
Open the option that fits. The other path stays out of the way.
BUSINESS SERVICESBusinessThrough a series of 33 questions, the scan reviews finances, operations, records, compliance, credit readiness, marketing, and growth
BUSINESS SERVICES
Guidance for your business.
Use this primary path for business finances, operations, marketing, systems, business credit readiness, and growth.
FREE BUSINESS INTRO CALL · 15 MINUTES
Determine whether Quoti is the right fit.
Share the main concern and ask initial questions. This introductory call does not include an assessment, detailed recommendations, or a written review.
QUOTI BUSINESS HEALTH REVIEW™ · $99
Go beyond the scan.
We review your Business Health Scan and the information you provide, look at the bigger picture of your business, identify areas that deserve attention, and help you understand what should come next.
- A focused 60-minute remote Business Health Review; your booking confirmation provides the meeting link and connection details
- Complete the Business Health Scan first so the review can focus on your priorities
- Review of key strengths and areas of concern
- Identification of priority issues that may need attention
- A written Business Health Summary with recommended next steps
- After payment, continue to scheduling and select an available appointment
- Your written Business Health Summary is normally delivered within five business days after the review
- Cancel at least 24 hours before the appointment for a refund or reschedule
INDIVIDUAL SERVICESPersonal Financial WellnessThrough a series of 33 questions, the scan reviews income, spending, budgeting, savings, debt, credit knowledge, and financial readiness
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 INTRO 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.
- A focused 60-minute remote consultation; your booking confirmation provides the meeting link and connection details
- Complete the Personal Wellness Scan first so the meeting can focus on priorities
- The $99 price includes education, planning, and a personalized written roadmap
- After payment, continue to scheduling and select an available appointment
- Your personalized roadmap is normally delivered within five business days after the meeting
- Cancel at least 24 hours before the appointment for a refund or reschedule