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.
