Adviser Guide

We believe Budgeting Advise should be affordable and for everyone. We want to help real people get a plan for their money.

Strategy

Goal plan & daily To-Do-List for your future & prosperity


We start with goals plans addressing: debt, credit, and emergency savings.

We listen to you to tell us your hopes and dreams that matter to you.

You get an interactive system guiding you through the process to success.


Getting Started with your Planner

Step 1

Cost: No Charge

Easily get your Adviser up to speed using our Smart Budget fact finder.

Step 2

Cost: No Charge

Discuss your unique credit, money goals, and habits with your Planner.

Step 3

Cost: Pay for Module

Get customized Goal Plan that layout a realization of your money objective.

Step 4

Cost: On-going Advocacy

Kickoff your To-Do-List your Adviser created and start making progress.

Our Approach


Technology combined with Education!

Technology

Knowledge based software designed specifically to assist in the building of personal credit and wealth. 24/7 secure access with PC, Tablet, Phone to communicate with Advisers.

Education

In addition you will receive a detailed "Goal-Plan" including Tasks, Workshop Classes & Videos, Live Support and final step of guiding you on negotiation of problem accounts.

Modules Offered


The reason that 95% won't achieve their financial ambitions is that they don't know how and they don't know why.

Your reason "Why" can become the catalyst to get the whole process started.

We want to understand you're "Why" so we can help you by providing the knowledge and tools needed as long as you provide a strong enough motivation.

Connect, educate, take action and gain support using specialized Modules designed for resolution.


Assessment

Cost: No Charge

Asessment of credit, savings, debt, income, cash, wealth and insurance; Defining modules needed for long and short term.

Personnel Credit

Cost: $250

Analyzing existing credit, building a plan to improve, disputing credit report, comparing results of dispute, building and restoring credit.

Debt Settlement

Cost: $250

Negotiation with debt collectors starting at 25% of original amount owed and building a plan to save for settlement.

Emergency Savings

Cost: $250

48% of people cannot handle an unexpected expense of $400; a Goal Plan designed to resolve without changing your income.

Mortgage

Cost: $250

Education on what it takes to qualify, requirements, maintain the cost of a home, PITI, MI, DTI, shopping for rates to closing.

Bankruptcy

Cost: $250

The pros and cons of chapters 7 and 13; which ones you can apply for, requirements of each and what it takes to complete.

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Personal Credit



Assessment

  • Obtain a myFICO Credit Report for credit expert analysis
  • Software will do the actual disputing of your credit file that will detect, correct and or delete inaccurate items
  • To define your hopes and dreams we use an online fact finder. We will study your information to conclude a path to success

Credit Module

  • A tailor made detailed Goal Plan creating Task and daily To-Do-Lists you will need to do
  • Throughout the process (up to 120 days) educating you on how credit works with our workshops
  • Negotiating verified owed debt needed to be paid or settled at a discount for adverse accounts
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