Your consultation will be informative and casual.

Please consider having the following information available during your consultation:

  • General debt information (types of debt and approximate totals) – we do not need a credit report just an idea of your debt
  • Pay information, such as latest pay stub or profit loss for business
  • Totals of any money contributed to your household in the last 6 months from: employment, bonuses, unemployment, child support, alimony, social security, retirement, or money contributed to household by others
  • Monthly payments for: mortgage/rent, vehicle loans, term life insurance, out of pocket healthcare (approximate) The information can simply be listed on a piece of paper.
  • Values of vehicles, real estate/home

If you are unable to gather the information, we can still proceed with the consultation; however, the above information will give us the opportunity to provide the most detailed information.

Do not stress if you do not have all the information above.