Soon To Be Homeowner
Package $500

Personal Budgeting

• Financial Coaching
• Monthly Budget Reconciliation
• Expense Management/Reduction
• Prepare and Consult on Savings and educate on Investment Principles

Repair/Establishing Credit

• Acquire and analyze clients credit profile
• Advise on Proper Credit Utilization
• Address Derogatory Remarks
• Educate on credit growth and maintaining of credit profile

Tax Preparing

• Prepare and submit tax returns
• Auditing all forms for completeness and accuracy
• Handle all communication between client and tax authority
• Tax Planning and Advisement

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Homeowner
Package $300

Distressed Situation

• Pre-Foreclosure
• Tax Delinquency
• Insolvent Mortgage Payments
• Access to Investors to receive qualified offer to sell home
• Promotional offer from investment division of Smith Investors

Repair/Establishing Credit

• Acquire and analyze clients Credit Profile
• Advise on Proper Credit Utilization
• Address Derogatory Remarks
• Educate on Credit growth and maintaining

Personal Budgeting

• Financial Coaching
• Monthly Budget Reconciliation
• Expense Management/Reduction
• Prepare and Consult on Savings and educate on Investment Principles
• To qualify for this package you must currently be a homeowner. Refunds will apply

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Customized
Package

Personal Budgeting $150.00

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Credit Repair$300.00

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Tax Preparing $100.00

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Distressed Situation $0.00

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