Comprehensive Financial Review

Overview of finances. Credit & debt solutions. Custom financial action plan. Referrals to community resources.

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Take the First Step Toward Financial Health

The first step toward making positive changes in your financial life is looking at your current financial situation. It can be hard to get the full scope of your financial health on your own, which is why Apprisen has Financial Specialists that can meet with you in a free, initial financial review that sets the foundation for identifying what you want to accomplish, including solutions to credit and debt concerns.

 

You and your Financial Specialist will discuss your situation in a confidential setting, either in person or on the phone. You will then receive a custom action plan based on your income, expenses, and debts. Your action plan may include ways to increase income or decrease expenses. You may also receive referrals to community resources and ideas to change your lifestyle. The average time spent in the initial session is 60-90 minutes.

 

Our Debt Management Program (DMP) is often a good solution to help people reduce their debt. During the initial session, you and your Financial Specialist will determine if a DMP is a good fit for you.

What You'll Need to Get an Accurate Overview of Your Financial Situation:

  • A list of current living expenses - items such as rent or mortgage payments, utility bills, cell phone bills, school loans, car loans, etc.
  • Pay stub or other income documents
  • Statements no older than 60 days from your creditors

Small Business Financial Review Sessions

Small business owners can also get a complimentary financial review session! What small business owners can expect:

  • A thorough analysis of your small business finances
  • Help setting financial goals for your business
  • Debt and credit solutions
  • A custom financial action plan that will set your small business up for success

 

Stat: How small business owners are feeling the sting of surging inflation*:

  • 67% of business owners have raised prices
  • 41% have decreased staff
  • 39% have taken out a loan

*January 2022 Q1 survey from the U.S. Chamber of Commerce and MetLife.

Want to Get Expert Help?

Give us a call at any time and we will set up an appointment for a free assessment of your or your small business’ finances. Your appointment can take place over the phone or online. Call us and set up your initial financial review session now.

Comprehensive Financial Review

The Comprehensive Financial Review session is free for individuals and small business owners!

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Get Started with IRIS

Financial health happens when you partner with IRIS! Securely submit your financial information to IRIS and receive a free, comprehensive financial plan within hours! This plan is reviewed by one of our live Certified Financial Specialists. It's the first step on your journey to financial health!

Get Started