We conduct a comprehensive review of your funding needs and financial profile—evaluating loan types, repayment capacity, growth projections, and risk tolerance. Our team partners with you at every stage—from lender matchmaking and application preparation to negotiation and post-funding guidance—ensuring a seamless path to the capital your business needs.
Business Loan Assistance
At Josh & Cal Consulting, we specialize in providing personalized business loan assistance tailored to the unique needs of each client.
OUR PHILOSOPHY
Collaborative Loan Planning
Transparent, Fixed-Fee Loan Assistance
At Josh & Cal Consulting, we provide business loan assistance on a fixed-fee basis, charging only for our time and expertise. This ensures a conflict-free process, where our success is directly tied to securing the best loan terms for your business, with no hidden fees or commissions.
Fiduciary Business Loan Assistance
At Josh & Cal Consulting, we adhere to a fiduciary standard, ensuring your best interests come first throughout the loan assistance process. Every recommendation we make is based solely on what will benefit your business, not on any external incentives. Our commitment is to provide unbiased, transparent advice to help you secure the best financing options.
Expert Loan Advisors, Not Salespeople
At Josh & Cal Consulting, your loan application is managed by seasoned financing professionals—not commission-driven sales representatives. We never sell products or earn commissions; our sole focus is on delivering unbiased, data-driven guidance to secure the best loan terms for your business’s growth and success.
Preparing For Your Future
Achieving Your Vision
Securing the right financing is essential to your business’s long-term success. At Josh & Cal Consulting, our experienced team collaborates with you to assess your funding requirements and crafts a tailored, comprehensive loan strategy to help you achieve your growth objectives with confidence.
Our Process
How Can Our Team Help You to Reach Your Goals
01
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
02
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
03
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
04
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
Testimonials
See What Our Clients Are Saying
Why us?
You’ll Know What
You’re Getting
Builds Wealth
Steps to Take Next
We are Transparent Like that. No Gimmicks.
