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.
Easily get your Adviser up to speed using our Smart Budget fact finder.
Discuss your unique credit, money goals, and habits with your Planner.
Get customized Goal Plan that layout a realization of your money objective.
Kickoff your To-Do-List your Adviser created and start making progress.
Technology combined with Education!
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.
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.
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.
Asessment of credit, savings, debt, income, cash, wealth and insurance; Defining modules needed for long and short term.
Analyzing existing credit, building a plan to improve, disputing credit report, comparing results of dispute, building and restoring credit.
Negotiation with debt collectors starting at 25% of original amount owed and building a plan to save for settlement.
48% of people cannot handle an unexpected expense of $400; a Goal Plan designed to resolve without changing your income.
Education on what it takes to qualify, requirements, maintain the cost of a home, PITI, MI, DTI, shopping for rates to closing.
The pros and cons of chapters 7 and 13; which ones you can apply for, requirements of each and what it takes to complete.
Adviser Instrumental Knowledge
Pat took many hours on the phone just talking with us calming our anxiety and helping us understand. She went way above and beyond and so pleased with her work! I want everyone to experience her knowledge and software to address credit challenges.
I could not have done this without my Adviser Kim and her help. It was a very emotional feeling when I finally had the keys in my hand. Words can never express the sincere gratitude for your help and making it fit my budget!
We did not understand the extensive requirements to get a mortgage. You helped us through the process of cleaning up our existing credit, in building new credit and settling collections. Amazingly affordable!
"Plan & Budget were the perfect tools"
We are so grateful to the Adviser.Guides plan and knowledge. We did not realize how much we needed to learn. The Plan and Budget were the perfect tools to keep us on track. We are now proud new Home Owners! To anybody needing help it works!