This appointment is for existing clients only. In this appointment we will discuss what you have accomplished on your work plan, review your FICO TransUnion Credit Report, and review your budget to determine:
A. Where you are in meeting your financial goals
B. What, if any, adjustments are needed for your work plan
C. What, if any adjustments are needed for your budget
Be prepared to share your work plan progress.
This appointment can be via phone, video conferencing, or if time is an issue, you can submit all information via email.
Requirements for the appointment:
- Discuss any changes in income, reduced debt, increased savings
- Provide proof of savings - recent bank statement