Your Personalized Financial Review With a Human Touch!
< Back to ServicesTrying to make sense of your financial situation on your own can feel overwhelming. Whether you’re facing debt, unsure how to budget, or just want to make smarter money moves, Apprisen’s free comprehensive financial review gives you the clarity and confidence to take control.
In a confidential session—by phone, video or in person—you’ll meet with a certified financial specialist who will walk through your income, expenses, and debts. Together, you’ll identify your goals and explore solutions, including referrals to community resources and lifestyle adjustments that support long-term financial health.
You’ll leave with a personalized financial action plan tailored to your unique situation. It may include strategies to increase income, reduce expenses, or manage debt. If appropriate, your specialist may recommend our Debt Management Program (DMP) as a next step.
Small business owners can also benefit from this service, with a review focused on business finances, goal-setting, and credit/debt solutions.
Running a small business comes with unique financial challenges—especially in times of economic uncertainty. If you’re feeling the pressure, you’re not alone.
Apprisen offers complimentary financial review sessions tailored specifically for small business owners. In this one-on-one session, you’ll receive:
Stat: Recent data shows how stagnant inflation is impacting small businesses:*:
*Source: U.S. Chamber of Commerce and MetLife, Q3 2025
Contact us today to schedule your free financial review—available by phone or online.
This session is free for individuals and small business owners.
Schedule your review today—available by phone, video, or in person.
IRIS gives you a personalized financial plan with expert guidance and zero pressure. Get started in minutes and take control with clarity.