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Financial Services

Stage I - Step Back To Basics

Prospective Clients:

This package is designed for clients who are currently experiencing one of the following financial issues:

1) burdened with overwhelming debt

2) seriously considering bankruptcy or foreclosure

3) receiving pressure from debt collectors

4) struggling to provide for basic needs

Package Description:

As part of this package, you will receive education and counseling on how to manage your debt, work with creditors, and properly prioritize the necessary steps on your path to financial recovery. In addition, you will learn the basics of budgeting, the importance of emergency funds, and the need to maintain healthy relationships during times of crisis. We will not only educate you on these matters but will also work with you in a step by step manner as you implement the plan into your daily life. To assist you during this process, the package includes:

1) An initial 2-hour consultation

2) A 2-hour follow-up session one month later

3) Follow-up contact via email / phone

Objective:

Stage I is intended to help you avert the impending financial crisis, recover to a stable financial condition, and establish a solid financial foundation.

Cost:

Free, thanks to our Stage IV clients who made a commitment to leave a lasting legacy.

Legacy Lifecycle

Click on one of the stages in the diagram

above to find out more.


Need help deciding which financial service

option is right for you?