First things first….
You’ll have a sit down with me about your past, your present situation and your goals for the future. This way it allows me to customize a personalized game plan, a strategy session is required. There are various methods you can choose from for our 45-minute sessions. It can be held at my local office, over the phone, FaceTime, Skype, or Google Hangouts allow to allow us to formally meet and began working on a new beginning.
In order to provide you the best service, there are some things required for the strategy session. They are:
Consultations are conducted each weekday from 10:30am-7:30 pm EST.
Current enrollment with credit monitoring provider, PrivacyGuard.
***Note: While in the program, you will then subscribe and maintain your subscription with IdentityIQ for the duration.
Confirmation of your enrollment with PrivacyGuard and log in its credentials should be emailed to firstname.lastname@example.org along with the last four of your social security number. This should be sent within 24 hours prior to the start of the appointment with the email subject: Login Credentials For Strategy Session.
You will receive a follow up confirming granted access to all three credit reports and scores with PrivacyGuard.
I or a team member will place a call to you approximately five (5) minutes to the start of the actual appointment. There will only be two (2) attempts to contact you. If the scheduled appointment has exceeded more than 15 minutes in a delay, the appointment will be forfeited. There is no return of the strategy session fee.
All appointments forfeited without notice will result in a $25 cancellation fee on future appointments.
All appointments carry a $49.99 non-refundable fee that is required prior to the start of the session.
+ In order to have your full-time divided attention during in-house office appointments, we ask that all electronic devices be silenced. Since you will be goal setting, completing forms and reviewing credit material; we also ask that children do NOT accompany your visit with us.
+ Please review your email for additional instructions upon scheduling your appointment.