Financial Analysis

The key to regaining control of our financial life is to understand completely where your money goes now, and then structuring an effective financial management plan to define your goals, and to govern how and when you spend and save. We offer a sophisticated consumer financial analysis service that helps our clients understand where money is going, and how best to conserve it.

Our counselors are certified to provide consumer education and guidance in the following areas:

Financial Planning

credit counseling
debt management
Estate Planning
Retirement Planning
Insurance Concepts
Money Markets
Mutual Funds
Here’s how we put our knowledge to work:

Step One: Initial Interview
The first step towards reaching your goals is defining them. You’ll be assigned to one of our certified financial specialists, who will first conduct a thorough personal interview with you. He or she will delve into your financial history, current income and spending, assets and liabilities, and your future goals.

Step Two: Analysis
After the interview, the information you provide is run through our specialized financial ratio analysis software, designed to calculate and develop financial goals, forecasts, and what-if scenarios. The software also generates a financial scorecard of key financial information and indicators. The information is delivered in a customized, easy-to-read report that includes charts, graphs and ratios.

Financial analysis pricing ranges from $249 to $1990, depending on the complexity of your situation.