PROGRAMS
CREDIT ANALYSIS
Review your Credit Report for inaccurate items.
Review of outdated accounts.
Review your credit report for inaccurate personal information.
Review accounts that can be made current.
Review revolving and installment accounts with high credit utilization.
Build a plan on how to fix the inaccurate, misleading and incorrect information.
Build a plan to raise your credit score.
Build a plan to rebuild your credit score.
Provide you with a detailed report of everything listed above.
Consult with you over the phone regarding your detailed plan.
MONTHLY SERVICES
Analysis and review of client file status.
Receiving and processing manual updates.
Respond, receive, and/or initiate correspondence via telephone and mail.
Review client’s credit report updates to determine next steps.
Create a strategic plan to assist clients in meeting their goals.
Create and send dispute letters to creditors.
Assist with budget and credit question/process.
Provide ongoing credit education.
Provide ongoing budget and spending recommendations.
Provide debt consolidation options.
Frequently Asked Questions
What is financial consultation?
Financial consultation involves working with a financial expert to assess your current financial situation, set goals, and develop a personalized plan to improve your financial health. This may include budgeting, debt management, and investment strategies.
How do I know if I need financial consultation?
If you’re feeling overwhelmed by debt, unsure about budgeting, or confused about your financial options, consulting with a financial expert can provide clarity and direction.
What should I expect during my first consultation?
During your first consultation, you’ll discuss your financial goals and concerns with a consultant. They will review your financial situation, answer your questions, and outline a plan tailored to your needs.
How long will it take to see results?
The timeline for results varies based on individual circumstances and goals. Many clients begin to see positive changes within a few months, especially with consistent effort and guidance.
Are your services confidential?
Yes, we prioritize your privacy and confidentiality. All information shared during consultations is kept secure and confidential.
Do you provide resources or tools for financial education?
Yes! We provide a range of educational resources, including budgeting tools, financial literacy modules, and access to workshops that can further enhance your understanding of financial management.
