If you are seeking to schedule a Consultation, Here's what will be needed to make your appointment as efficient and resourceful as possible: 

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 Financial Consultations:  (Anyone seeking to qualify for a credit based loan or line of credit and anyone seeking to manage Debt and Expenses)

 

Be sure to have your Questions ready and written down to make sure we cover all areas and save money on booking twice. If you have questions a about credit, budgets and other financial items. Please have your documents, round about numbers and items readily available to review. 

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If you don't know where to get your credit report(s) from you may use the instructions below:

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**** Report Download Instructions ****

• Log in or Create  www.CreditKarma.com Account

• Once your scores populate, click on either one

• You will then see the score as well as the option that says “ Credit Report” below (you'll scroll down a little and see it on the right)

• In the Credit Karma screen click “Print Report”

• When the printer screen pops up change the printer from the "printer/machine listed" to “Pdf”

• For apple go to the bottom drop-down and select "Save as PDF"

• Save the report(s) and then send both reports in an email

• You will do this for both Transunion and Equifax

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2. Business Consultations: Be sure to have all items noted which you would like to go over for Business Start up, Operation or Re-organization. Please be sure to jot down any questions or anything you seek assistance with. Email any documents you would like to have reviewed prior to your scheduled call.

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3. Foreclosure and Student Loan Accounts: Please have all recent Lender, Court or Portal Information as it pertains to your account and defaulted loan. 

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**For Student Loan Accounts please create an account at www.studentloans.gov**

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