Plans & Packages
Flexible Solutions. Personalized Support.
Plans
We offer tiered service packages designed to meet you where you are — whether you’re launching your first venture, scaling for growth, or optimizing for long-term success. Every plan includes one-on-one guidance, strategic tools, and a focus on measurable results.
Startup Plan
For new businesses or individuals seeking a strong financial foundation
Some key features
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Grant research & eligibility support
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Cost-saving audit (utilities & vendors)
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1:1 planning session with a consultant
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Access to free templates and resources
Growth Plan
Best for: Small business owners, expanding teams, nonprofits
For growing businesses ready to scale smarter
Some key features
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Funding application prep and submission support
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In-depth vendor cost negotiation
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Payment processing and benefit integrations
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Quarterly performance reviews
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Add-on services available including lead generation and healthcare enrollment
Strategic Plan
For established entities seeking comprehensive optimization
For established entities seeking comprehensive optimization
Some key features
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Multi-source funding strategy up to $2 million
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Custom financial roadmap and projections
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Full-spectrum operations audit
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Monthly consulting and implementation support
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White-glove onboarding with priority access
All plans include
Available Across All Plans
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Personalized Onboarding
A welcome session tailored to your goals
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Dedicated consultant
One point of contact for clarity and trust
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Funding review
We assess your eligibility for grants and capital
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Human-centered service
Support that’s strategic and compassionate
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Resources & templates
Access to exclusive tools to support your journey
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Priority email support
Fast, responsive answers when you need them
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Progress tracking
See your results clearly as we work
Add-On Services
Supplemental Services available for each package
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Healthcare Enrollment Support
Help navigating and enrolling in affordable individual or group plans.
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Lead Generation Tools
Resources and systems to attract qualified clients to your business.
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Veteran & Family Financial Support
Specialized financial help for veterans and justice-impacted families.
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Grant Application Audit
Detailed review of your draft grant submissions for improvements and compliance.
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Ongoing Consulting Sessions
Resources and systems to attract qualified clients to your business.
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Utility & Merchant Cost Reduction
We negotiate better rates to lower your recurring business costs.

Not Sure Which Plan Fits Best?
Let’s talk it through. Whether you're launching something new or scaling what you’ve built, we’ll help match you with the perfect support package — no pressure, just honest insight.
Frequently asked questions
Answers to some commonly asked questions.
How do I know which plan is right for me?
Each plan is designed for a different stage of business or financial need. If you're unsure, schedule a free call and we’ll help you choose the best fit — no pressure.
Are your services only for businesses?
No. We also support veterans, justice-impacted families, and individuals looking for financial clarity or support. Our services are always personalized.
Can I upgrade my plan later?
Absolutely. Many clients start with a foundational package and upgrade as their goals evolve. We make the transition seamless.
Do you offer payment plans?
We provide flexible payment options depending on the package and service type. We’ll walk you through what’s available on your consultation call.
What if I only need one-time support?
That’s fine too. We offer à la carte services and one-time consulting sessions for specific needs.
Is this available outside Virginia?
Yes! SWFS works with clients nationwide and supports certain services in Canada as well.