Phase One Financial Solutions builds the lender- and investor-ready documents — business plans, financial models, decks, and complete funding packages — that get founders and small businesses to yes.
Most funding applications don't fail because the business is bad. They fail because the package doesn't speak the language lenders, the SBA, and investors underwrite against.
We build decision-grade documents around the standards funders actually read — so your application clears review instead of stalling in back-and-forth.
Every deliverable is fixed-scope, fixed-fee, and built to the standard your specific funder expects.
Lender- and SBA-ready plans that underwrite cleanly — narrative, market, and numbers aligned.
3–5 year proformas and 3-statement models with defensible assumptions and clean use-of-funds.
Investor and lender decks that lead with what your reader needs to approve — not just pretty slides.
Mission-fit, measurable outcomes, and a budget that scores — prepared on a flat fee, always.
Complete application sets — plan, projections, use-of-funds, and repayment — assembled to file.
Not sure you're fundable yet? Start with a scope, budget, or proforma and we sequence the rest.
Pick the rung that fits today. If you're not positioned for the full package yet, we start with what moves you forward now and sequence the rest as your capital lands.
Delivered in-house and through a vetted partner network. Every engagement begins with a consultation, a scope of work, and a SWOT analysis — then a price built around your budget.
From a first site to a full build — designed to convert, not just to exist.
Quoted per scopeFiling and planning handled by credentialed tax professionals in our network.
Quoted per scopeCampaigns, funnels, and content that put your offer in front of real buyers.
Quoted per scopeGet found — in search, and in the AI engines your customers now ask first.
Quoted per scopeThese are consultation-based engagements. Pricing is set individually, around your scope and your budget. Start with the intake ›
Tell us the business, the capital event, and the timeline. Your answers build a tailored Scope of Work.
You get exact deliverables, price, and timeline. A deposit locks your slot; nothing is built until you approve.
We build, self-check every number, and deliver on schedule — with revisions within scope before you file.
Phase One was built in 2017 on capital-raising and deal-structuring work — the discipline of getting real money across the table. That's the difference between a document that looks finished and one that gets approved.
It grew alongside Such As L.I.F.E — Life In Financial Education — a free financial-literacy initiative serving the community since 2019. Same mission, sharper tools: real access to capital for real people.
Answer a few questions and you'll receive a tailored Scope of Work — the exact deliverables, price, and timeline matched to where you are today.
Takes about two minutes. No obligation — you'll get a scope before anything is built. Or book a call now ›
Your intake is in. I read every one personally — you'll hear back from a real person, not an autoresponder.
Pick a 30-minute slot — you'll get a Google Meet link by email.
Book your consultation ›There's nothing to pay yet. Submit the form above and I'll follow up personally. A deposit only comes after we've talked and you've approved a written scope. Questions first? Email info@phase1fs.com or call 818-533-1801.
Questions before you start the intake? Reach out directly — you'll hear back from a person, usually the same day.
Headquartered in Central Ohio — serving founders and small businesses locally and remotely.