Step 1: Discuss Financial Goals

Call ClearPoint Financial Solutions at 877-422-9045 today to discuss your financial goals with an NFCC and CDIA-certified Financial Specialist and find out if Credit Counseling Solutions is right for you.

Whether you want to ease the burden of increasing credit card debt or develop strategies to successfully manage your household budget and creditor payments, we can help you to take the appropriate steps toward reaching your financial goals.

Step 2: Develop Budget and Financial Plan

During this session, you and your Financial Specialist will work together to develop a plan which will address your household budget, creditors, and savings. Your Financial Specialist will conduct a thorough review of your financial situation and discuss your goals.

Step 3: Review and Execute Financial Plan

Once your financial evaluation has been conducted, you will be provided with a complete assessment of your current financial picture. An Action Plan detailing your personal goals and corresponding strategies will be given to you to help guide you toward your financial success. Your Financial Specialist will also review and explain each of the options that are available to you based on your needs.