Email/Video Financial Counseling
What's Included?
• Send a Budget, Spending Plan, or Savings Plan by email for review.
• OR send up to three specific questions by email for a response.
• Get professional feedback and suggestions by a written email or a video answer (answer format is decided by the counselor responding and may vary.
• The answer comes from Allyson, an Accredited Financial Counselor (AFC®).
• Allow 3-5 business days for a response.
We know that all money situations are different, and that’s why we offer several service types so you can choose the one that best serves your need. With this quick win service, you can get guidance or support on the following and many others.
- A Professional Perspective - Would you like a professional to review your budget, spending plan, or savings plan and provide meaningful thoughts and suggestions?
- Review of Spending - Would you like a professional review of your budget or debit card transactions and suggestions of where costs can be cut or shifted to create slack to reach goals
- Reaching Savings Goals - Would you like suggestions to reach your current savings goals and professional thoughts on how to maximize growth
- Review of Debt or Credit - Would you like to send a list of your debts or your credit report for review and suggestions to improve either area?
- Not Sure What to Ask - If you are not sure what to ask, simply send a current budget and listing of savings and goals for review and suggestions of steps moving forward.
- 24/7 - Help You can send your questions or plans and review your answers whenever it is convenient for you.
About the Counselor
Allyson is an Accredited Financial Counselor (AFC) with a Master of Counseling (MC) that has been helping clients maximize their money, get out of debt, improve credit, save more, and earn more interest for over 10 years. She was paid as a government contractor working as a Personal Financial Counselor (PFC) serving service members from all branches all around the world for many of those years. She was a career counselor and high school counselor prior to that. She has helped uncountable people reach their life goals and she is ready to help you!