During the appointment, you will meet with one of our Strategists from Take Action Partners. This strategist will collect information from you in order to see how our program may benefit you. We will NOT collect account numbers or personal information; however, we do need to know where you are starting from financially in order to show you how our system may benefit you. We will collect: Balance, Interest Rate, Payment (and Escrow Amount, if applicable), as well as a few other items regarding your debt. All of this information can be found on your most recent debt statements. We will also gather information about your income (how often received and net / average per deposit) and a few other items.

Please do NOT round these numbers - we will want detailed amounts down to the penny. 

Your strategist will then show you a side-by-side comparison of what you are currently doing, versus what our system can do for you. And, he or she will answer any and all questions you may have so you can make an educated decision about whether or not our system is right for you and your family.