Schedule Appointment with Apprisen

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What happens at an appointment:

You'll meet by phone with a Certified Financial Specialist to discuss your financial health goals and work towards realistic, actionable solutions. The session is 100% confidential.

All appointments scheduled online are phone appointments. To schedule an appointment in our office, please call 800.355.2227.

How to prepare:

Gather the following documents:

1) Proof of income (Pay stubs, bank statements).

2) List of living expenses and costs including mortgage payment, groceries, utilities, car payment,etc.

3) Most recent statements from unsecured creditors.

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Quantity:

Apprisen Introduction Session

15 minutes

Have a quick question or want to learn more about our services? Book this Apprisen Introduction session.

Comprehensive Financial/Debt Management Review

1 hour

Meet with a certified Financial Specialist in this free, confidential session for an overview of your budget, income, and expenses. We’ll help you develop a personalized action plan to get you headed in the right direction and assess whether a debt management plan may be the right fit for you. Your action plan include lifestyle suggestions to increase income and decrease expenses.

Credit Health Education Session

1 hour @ $65.00

Work with a certified Financial Specialist to understand your credit report and reach your credit goals.

Financial Health Plan

1 hour 30 minutes @ $95.00

Achieve your financial goals with this comprehensive session. A Financial Specialist will analyze your financial situation and help create a personalized financial strategy to increase your financial health. This session includes a cash flow budget, debt ratio analysis, savings projection plan and credit report review. Get $20 off by mentioning code: FHP20

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