Understand your situation and goals
We meet via phone, video chat, or at the office to understand your situation and goals. We really want to learn about your journey, where you want to go, and why.
Evaluate your professional credit report
Side by side with you, we’ll help you read your credit report, identifying areas for improvement and your options to resolve them.
Review budget and resource options
We will formulate a budget together, creating an inventory of your resources and showing you how to manage and optimize your finances so that you can reach your goals.