03/26/2019
Most clients will need the individual package which is $99.00 per month and $149.00 for couples.
Individual: $99.00
The following items are part of but not considered to be a complete list of the items included as part of the enrollment fee:
1. Create a unique, secure interactive client web portal for online access
2. Create a secure online environment as part of the client web portal for secure document sharing and transfer
3. Assist client in obtaining copy of credit report if needed
4. Analysis and review of client credit report
5. Enter Data from clients credit report into internal database
6. Enter Data from Clients credit report into secure interactive client web portal
7. Analysis and review of client fiscal literacy and budget needs
8. Provide client with “Budget Planning Tools” including: i. Budget workbook ii. Family finance planner iii.Budget tools iv. Budget calculators v. Loan repayment calculators vi. Compounding savings calculators
9. Enter clients information into secure web portal for tracking purposes
10. Perform opt-out to reduce junk mail
11. Add all telephone numbers to “Do Not Call” list12. Standard setup Procedure includes:
13. Processing Request for "Do not Call" list for client
14. Processing Request to eliminate erroneous and outdated technical Data on credit reports; including but not limited to: Addresses, Date of Births, Social Security Numbers, First Names, Last Names, Employment Data etc.
15. Processing Request to Opt Out of Pre-screened offers
16. Processing of Company Specific Documents and/or files
Payment Plan consists of consecutive monthly installments of $99.00 per month and is limited to no more than 12 consecutive months of maintenance. If client chooses this monthly maintenance plan and maintains 12 consecutive months of service the guarantee will be in full effect. Company will not service account past 12 months unless authorized by client to continue service.