What To Bring To The Appointment…

Call With Any Questions Or Concerns 562.424.4477

In-Person Or Over The Phone We Need Documents From You

We respect your time and we want to ensure that we maximize on all fronts when helping you to achieve your goals please plan to have all the requested documents for your appointment. In order to verify your identity we will need your to furnish a copy of your driver license, social security card.


Been Scammed!

The contractor did not complete their work, the Home Improvement Program raised your taxes, there are many areas where consumers can be taken advantage of let us help you find a resolution.


ChexSytems

Please have a copy of driver license, copy of police report, copy of any letters that the Financial Institution gave you regarding the ChexSystems issue. Bottom-line anything we can use to support your dispute in getting this issue resolve and you off ChexSystems.


Preliminary Credit Counseling and Review

Please have a copy of driver license, social security card.


Credit Analysis

Please have a copy of driver license, social security card, bring a list of all monthly expenses including debts on credit, bring a list of all income. Gather the most recent statement for each creditor your do have.


Debt Counseling

Please have a copy of driver license, social security card, bring a list of all monthly expenses including debts on credit, bring a list of all income. Gather the most recent statement for each creditor your do have.


Student Loan Review

Please have a copy of driver license, social security card. Any and all documentation you may have regarding your student loans. If they have recently gone to collections please prepare to furnish the information.


Debt Management Plan

Please have a copy of driver license, social security card, bring a list of all monthly expenses including debts on credit, bring a list of all income. Gather the most recent statement for each creditor you do have.


Payday Loan Debt Management

Please have a copy of driver license, social security card, and contracts you signed for each payday lender.


Earthquake Insurance Education

Please have a copy of driver license, mortgage statement, and declaration page for insurance coverage.


Free Cell Phone

Please have a copy of driver license, social security card, proof of income, utility bill.


Homeless

Come to our office we will access from there.


Foreclosure Prevention

Schedule Appointment

Please have a copy of driver license, social security card. Have your most recent mortgage statement(s) for each loan, Proof of all income coming into the home, if your have filed bankruptcy the case number, proof of property insurance. Be prepared to answer the following questions: 1)Who is the servicer or lender? 2)How many months are you behind? What is the estimate you believe to bring it current? 3)Have your received a loan modification before? How many times? 4)Why did you fall behind? 5) Do you have a sale date? 6) Is there equity in the property? These session are very fast past because in many instances time is of the essence so please plan accordingly. If you are not behind and are trying to prevent getting behind we understand your may not have answers to the questions which is fine.


Homebuyer Education & Workshop

Please have a copy of driver license.


Pre-Purchase Counseling

View the checklist of items to the appointment

2019 Income Limits All 50 States HUD estimates of median family income, with adjustments based on family size


Free Counseling and Preparation For Homebuying

Please have a copy of driver license.


Rental Counseling

Please have a copy of driver license, social security card. All proof of income. 2019 Income and Rent Limits for Federal Programs


Re-entry

Please have a copy of driver license, social security card.


Existing Small Business


New Small Business


Established Non-Profit


New Non-Profit