My BackofficeThis page and your backoffice is designed to help track your progression in our program. As you complete consultations with the advising team, all interactions will be documented and uploaded to this page.
Goal Setting Exercise
We are providing you with generic images below that represent some ideas on how to document your goals. These are your goals. Take the time to construct a list of your goals and place them on a wall/fridge/hallway etc. Your goals must be written out. Be creative, but be precise and clear. Take pictures as evidence of your commitment to your goals. You are encouraged to take pictures of your written out goals. You can TEXT or email them to us so we can replace the generic ones below with yours. Include yourself and any others in your household in the pictures you send us. Many families use this exercise as an opportunity to come together. Be sure to share your experience with the advising team so they can document your journey in your backoffice.
Credit Profile Summary
Budgeting & gfc Summary
Action Plan
(1) Download and complete the differential worksheet by (4/2/17). (2) Be prepared to go through the entire expenditure list. (3) Complete a full analysis together. Consultation History
|
Links that Matter
Consultation Expectations Goal Setting Exercise The Budget Tradeline Management Lexington Law Lender List Online Course FHMCC Program PDML- helpingyouwin (password) Credit Reports
click here - 4/26/17 Program Documentation
click here - program app click here - ach authorization click here - disclosures click here - personal conduct Supporting Documentation
click here - Personal Budget |
|
Community
|