Danielle MontalvoLLC
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Finding
What You
Need
Tailored service options to match your goals, pace, and budget.
Make your choice
Package
Rates

Flat, one-time packages built around outcomes—formation, funding, tax prep, and brand management.

Self - Service
Rates

DIY platforms and guidance with monthly access—plus coaching when you want a strategic push.

See Below For Details

Our Packages

Starter Package — Business Formation
$499 • One-Time
You Might Be Looking For
A foundation-first formation—structured, compliant, and ready to operate.
What’s Included
  • Entity strategy consult + recommended structure
  • State filing guidance & EIN assistance
  • Operating Agreement / bylaws template
  • Basic compliance checklist (banking, DUNS, records)
Sign Up
Dream Package — Funding Development
$850 • One-Time
You Might Be Looking For
Capital-ready positioning and lender packaging to unlock approvals.
What’s Included
  • Everything in the Starter Package
  • Lender packet (executive summary, docs list, readiness)
  • Bankability review + action plan
  • Credit Nexis & MomentumPro self-service builders (included)
Sign Up
Deluxe Package — Tax Preparation
$700 • One-Time
You Might Be Looking For
Clean, compliant tax file—organized documents and accurate prep.
What’s Included
  • Everything in the Dream Package
  • Tax document checklist + organizer
  • Preparation & filing (personal or business*)
  • Post-file summary + deductions review
Sign Up
Elite Package — Brand Management
$2,000 • One-Time
You Might Be Looking For
A polished, consistent brand presence with strategy, assets, and rollout.
What’s Included
  • Everything in the Deluxe Package
  • Brand kit (logo refresh, colors, fonts, tone)
  • Content launch plan + 10 branded templates
  • Website/SEO readiness checklist & recommendations
Sign Up

Self - Service

Empire Builder
Step-by-step business formation portal with templates, checklists, and progress tracking.
$49 Flat
Included at $0 additional cost in our packages.
Sign Up
Credit Nexis
Personal credit repair & rebuild toolkit—disputes workflow, letters, and milestones.
$29 / Month
Included at $0 additional cost in our packages.
Sign Up
MomentumPro
Business credit builder—vendor pathways, tracking board, and reporting cadence.
$39 / Month
Included at $0 additional cost in our packages.
Sign Up
Coaching + Advice
Monthly guidance to unblock priorities, structure next steps, and keep momentum.
$99 / Month
Included at $0 additional cost in select packages.
Sign Up
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