Are you ready to get started?
We make getting started easy
01 | Complete the Form
Express your interest in financial counseling by completing the form. Be sure to provide details of your financial situation so we can best serve you.
02 | Watch Your Inbox
You will receive an email invitation to join us on a Discovery Call. This email will include an appointment booking link to schedule your Discovery Session.Ā Use the booking tool and select your preferred appointment day and time.
03 | Prepare to Meet
After you've booked your Discovery Session, you will receive a Video Meeting link for the day and time you've selected.Ā Make sure your computer video and audio are working prior to the meeting.
