Are you worried or uncomfortable about your household finances? Take control.
Today's economic times are enough to keep anyone awake at night wondering about the health of their finances. It's stressful trying to figure out how to stay on an even keel when the waters are continually changing. It doesn't matter whether you're usually good at knowing what to do or not. Thankfully, some things remain constant. We know what they are.
As independent, objective experts in household finances, we can help you figure out where you stand with your income, budget and bills in one simple session. And we won't try to sell you anything. One time, one fee, that's it.
Do you know how to make the most of your current situation? Stay in control.
Our Household CFO ReviewSM
is a single-session consultation with an independent, objective
resource (that's us) who reviews your current income, expenses and
debt. You will receive an assessment of your situation and specific
suggestions that will help you stay in control of your day-to-day
finances.
Is your credit important to you? Knowledge is power.
Your credit score is critical - more so than ever before. What would you do if you changed jobs tomorrow and had to move? How would you pay for unexpected major repairs to your house or car? The tight credit environment makes it extremely difficult to secure additional credit quickly or easily. You need to know what you have to work with in order to feel confident in the face of unanticipated stresses on your budget.
We know credit. More than one Personal BillpaySM client has seen their credit score go up 100 points or more after having engaged us. That doesn't mean you need to be our Personal BillpaySM client, but it does mean we know what we're doing. We can provide solid suggestions on how to protect or improve your score*.
Why do we do this? Because we care.
This isn't a significant source of revenue for us. We aren't a debt consolidation or credit counseling service. We don't want you to sign up for a long-term program, buy any books, or turn over your investments.
There's really no hook. We simply believe that in these times, our expertise in the world of daily finances can give peace of mind many people. The Household CFO ReviewSM is a temporary offering designed to guide people through this difficult time.
Details:
The Household CFO ReviewSM costs $195, and is typically conducted by phone (outside of the DC Metro area). The session lasts 1.5 - 2 hours. We will review any materials you send ahead of time, including an optional informational sheet that ensures maximum productivity during the call. It's that simple. Additional consulting time is avaliable if desired, but generally not required.
Call 877.373.9373 to schedule your session, or contact us for more information.