Initial Consultation & Goal Setting

Initial Consultation & Goal Setting

  • We begin with a thorough review of your financial situation, including income, expenses, and the total amount of debt.
  • We identify all creditors and the specific terms of each debt

  • We work with you to establish clear financial goals and timelines.
  • We discuss your short-term and long-term financial aspirations to ensure our plan aligns with your objectives.


Share by: