Step 1 - Pre-Qualifying Interview

Let's get on the phone or on-line to see what your financial picture looks like - I will send a personal financial snapshot. . .

Step 2 - Setting Up Next Steps

When we finish our pre-qualifying session, we will decide how to move forward and you will then received a more complete financial packet.

Step 3 - On-going Support and Tracking

Over the time we are working together, I will continue to hold you accountable for your progress and encourage you to success!

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Baby Steps

You will get to know the "baby steps" to being debt free - and starting with Step 1 - getting your Emergency in place of either $500 or $1000 depending on your income.

Tackling the "B" Word

The dreaded "b" word - Budgeting!  Many people (us included) do not want to budget because we thought we would be deprived of what we wanted.  Didn't turn out that way at all.  Budgeting has been the best thing we've done - and will be for you also!

 

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Next Steps...

Glad you asked - your next steps will be to set-up a pre-qualifying session to determine what your overall financial picture looks like, get to know each other, and determine what will be your next steps after the session . . .