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Lifeline Firm
Financial planning charts — stock photo; not a rate or offer

External funnel

Funding

Looking for funding? Follow the link below to get started when your funnel is connected.

[CONTENT_NEEDED: what kind of funding][CONTENT_NEEDED: who provides it][CONTENT_NEEDED: required disclosures]

This draft does not describe rates, approval odds, amounts, or guarantees. Details will come from Derrick and any compliance review.

Team planning session — illustrative stock photo only

Separate funnel

Funding flows out to your CRM link — not handled on this static site.

Disclosures first

Placeholder chips mark where compliance copy must appear before launch.

One config field

Set fundingUrl in site.config.ts and rebuild — no integration code.

Coming soon

You will be taken to an outside site when the funding URL is added to fundingUrl in site config.

Ready to get started?

Pick the path that fits you — tax preparation, starting as a tax pro, or funding — then book or follow your link when it's live.