No One Comes This Far to Stop Here!
It’s not the achievement of the goal that is the greatest reward, it is whom you become by pushing yourself past your greatest challenges.
- Unknown
30 min
50 US dollars
Our Services
- 295 US dollars
- $300 Enrollment Fee
- $300 Enrollment Fee
- 395 US dollars
- 597 US dollars
Expectations
AS PART OF ANY COACHING PACKAGE, YOU WILL RECEIVE:
-
A review of your overall financial picture, including feedback and suggestions on your income, expenses, assets, and debts
-
A personalized step-by-step action plan with notes and optimization suggestions for all your accounts
-
A complete personal balance sheet with all your numbers
-
An emergency savings assessment
-
Calculation of your Net Worth
-
A clarified vision of your financial future
Preparing for your first session
YOU WILL WANT TO HAVE THE FOLLOWING INFORMATION AVAILABLE FOR YOUR FIRST SESSION:
-
Your monthly income and expenses
-
List of all accounts, balances, and interest rates (checking, savings, credit cards, etc)
-
Most recent statement and online login access to current and past investment accounts (IRAs, 401Ks, etc)
The Resilience Process
A step by step guide to our coaching process works
Step 1: Consultation
Schedule a discovery call to inquire about becoming a client. Please review package and a la carte services. We will gather information from you in regards to your credit history, and your goals. Once it’s determined that you meet our program’s qualifications, you can then proceed to sign up for our service.
Step 2: Setup
Review your Resilience Financial Consultants disclosures. You will receive an email with an overview of your desired services along with an invoice. Set up your client portal profile, link your accounts, upload your documents.
Step 3: Goals & Strategies
Once Invoice is paid, you will receive a questionnaire form for your services. This is your time to truly analyze your financial/credit to properly create a action plan for your goals.
Step 4: Validation & Disputing
This process will consist of breaking down your credit reports identifying the key performance indicators (key factors) of your credit reports. We will identify any inconsistent reporting between the 3 major credit reporting agencies. You will be asked to confirm any incorrect information reporting.
Step 5: Personal Improvement
While we work on validating and disputing for you we will also work with you to build a personal continuous improvement plan, this will consist of prioritizing your current bills, budgeting, ways to better manage your finances, and save money.
We will advise and educate you on the steps to establishing new credit, the key factors to build and maintain good credit, as well as save for and emergency fund and why it's important.