How It Works
Services included in the programs
Credit Management
When reviewing credit reports, we will dispute all errors or any incomplete or inaccurate information that has been reported, including but not limited to the below list:
Collection Accounts
Charge-offs
Repossessions
Medical bills
Late payments
Payment history
Foreclosures
Unauthorized inquiries
ID Theft
Balances
Account status
Outdated information
Demographics
Wealth Management
Within the wealth management program
(Tier 3 & 4), we unlock core strategies on how to establish and maintain a solid financial
foundation and explore future life wealth planning.
The information and education provided in this program is very valuable and will be a great resource to accomplish any goal that is based on finances.
The wealth plan includes:
Custom Credit Restructuring Plan®
Bill & Budget Structure Strategy®
Fresh Start Program
Future Investment resources including:
*Starting a business
*Car buying
*Home buying
*Retirement plans
*Investments
How the journey starts
STEP 1 **Questionnaire**
We want to understand your goals and objectives. Before the initial consultation, we will email you the questionnaire to complete. Once received, we can schedule the consultation at your convenience.
STEP 2 **Consultation**
During the consultation, you must bring or share with us, at least one recent credit report from Trans Union, Equifax or Experian. We will review & discuss together then select the best program to fit your needs. We will also answer any questions you may have at the time.
STEP 3 **Account set up**
After the consultation, we will send you the necessary documents to sign and create your file. After the file is created, you will have access to the online customer portal, accessible 24/7 with real-time updates, ongoing online educational tools and the first to know about upcoming training sessions.
STEP 4 **Results**
After the successful completion of the account profile being established, the journey begins. We will immediately start the process of working on your behalf and partnering with you.
