STEP 1
After booking your appointment, you'll complete a short intake form describing your financial goals, your general situation, and what you'd like to cover in your session.
STEP 2
We review the credit reports and any financial documents you've shared ahead of time, so your session focuses on discussion and strategy rather than paperwork.
STEP 3
During your scheduled video call, we walk through your credit profile and financing goals together, in plain language, and answer your questions directly.
STEP 4
You'll leave the session with a written summary of what was discussed and a personalized set of next steps tailored to your credit profile and timeline.
STEP 5
If you have follow-up questions after your session, you're welcome to schedule an additional consultation at any time — every session is billed at the same $150-per-hour rate.
Ready When You Are
Consultations are $150 per hour and available by appointment only.