Step 1: Speak with a Financial Specialist

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 a Debt Management Solution is right for you.

Whether you want to ease the burden of increasing credit card debt, develop strategies to successfully manage your creditor payments or to resolve issues concerning past-due accounts, we can help you to take the appropriate steps toward reaching your financial goals.

During this session, you will develop a plan to manage your creditor payments as well as receive educational information and tips on budgeting and saving money. Your Financial Specialist will review your financial goals with you and explain how a Debt Management Solution program will help you achieve those goals.

Step 2: Develop a Financial Plan

After determining that a Debt Management Solution is the right option for you, your Financial Specialist will help you take control of your creditors while achieving your personal financial goals.

During the counseling session, your Financial Specialist will work with you to:

Your Financial Specialist will help you explore other options for managing your debt.

Step 3: Achieve Debt Management Solution

After you enroll in the Debt Management Solutions program, you will benefit from the convenience of making one monthly payment to your creditors and reducing the interest you pay. Your Financial Specialist will be there for you each step of the way, providing you with information and assistance as you reach your goals.

Step 4: Review Progress and Start Saving Money

Throughout your participation in Debt Management Solutions, you will receive periodic follow-up and review with your Financial Specialist. He or she will discuss your progress, review your goals, and help you adjust your budget so that you are always maximizing your savings.

Step 5: Continue on Financial Goals

Upon the successful completion of your Debt Management Solutions program, you will have paid off your debt to creditors while making progress toward achieving your financial goals. As you move toward new goals and objectives, the strategies that you developed with your Financial Specialist will be instrumental to your continued financial success.