How does this process work?  Allow us to assist you.  There is a systematic step by step approach to each program to ensure all bases are covered and progress can be made.  This begins with understanding, moves on to diagnosis, then goal setting and prioritization, and lastly financial action planning.  And of course, follow up and check in's are a necessary part of the process and relationship.  Services include reporting, replanning, education materials, and possible coursework.