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My Backoffice

This 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 

Credit Scores
502 - Experian
531 - Equifax  (mid)
577 - TransUnion
Summary
3- Collections/2 are medical related
2 - Positive items 
Items Reporting
(1) Old Navy CC charge off (new)
(2) medical $388 (new)
​(3) medical $43 (2016)
Action Plan​ (4/27/17)
(1) Capital One - Keep balance below 50% (25% to 45%)
(2) Jax FCU - $500/0 - spend up to 35% and pay down to 20% - carry balance forward
​(3) Retain Lexington Law to remove collections

Budgeting & gfc Summary

Budget Review(s) - click here
$XXX - monthly expenses
$XXX - monthly income
$XXX - current differential
Target gfc Plan
$XXX - gfc
$XXX - savings
Current gfc Balance
$   50 - subtotal($25x2)
$XXX - 05/05/17 (pending)
$XXX - New Balance
Personal Savings
$ xxx - (date)
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

Date
Summary
(date)
4/27/2017
click here - written summary
click here - written summary
Recordings
click here  - consultation audio
click here - consultation audio
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 ​
​​Links that Matter (housing)
  • Video Testimonials (housing)
  • Benefits of Home Ownership
  • ​Benefits of the Advising Program
  • Benefits of the gfc Savings Program​
  • FAQs - Housing Program
​​Links that Matter (transportation)
  • ​Vehicle Inventory
  • Guide to Buying a Used Vehicle​
  • FAQs  - Transportation Program
Community​​
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  • ​Human Resources​
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