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What to Expect at an Initial Consultation

July 5, 2016

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Taking the first step in dealing with your financial problems is often the hardest part. Financial problems are consuming, personal and stressful, and most people struggle talking about them and admitting they need help. However, taking the first step and contacting a Licensed Insolvency Trustee is one of the best decisions you can make to ensure a stress-free future. Licensed Insolvency Trustees are professionals in this area, and are here to help.

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Financial Consultation

Your needs, first and foremost

Initial consultations are designed for you, your comfort and your needs. At this point, the goal of the consultation is to put your worries at ease and welcome you into our office. We will listen and learn about your personal situation, let you know what options are available to you and explain how these options will work. These one-on-one consultations are completely confidential, free of charge and there is absolutely no obligation from the session. They should be considered an information gathering session for you.

As Licensed Insolvency Trustees, we are the only professionals who have legally binding options to help you with your debt. Neither a debt settlement agency nor a credit counsellor can offer you this kind of protection from your creditors.

What to bring?

We suggest you bring some information with you, although, do not worry if you cannot gather all the information before your appointment. Some helpful information includes proof of income, a list of your debts and any information on any assets you own. This information may be helpful in determining the ideal option available to you.

Making the right decision for you

Once we have had a chance to talk to you, learn a little bit about your situation, listen to your concerns and review some of your information, we will then explain all of the options available to you and discuss how these options will benefit your current situation. These options will take into account both your current goals and your future goals, to ensure the plan we help you create works best for you. We understand these options are new to you, and a big decision to make, so we take our time to discuss with you each option in great detail. We want you to make the right decision for you, your family and your future. We want to come up with an option that will see you succeed.

Once we have reviewed some of your options, we will go through a budget with you to help you understand what a manageable debt repayment plan might look like. These budgets can help put everything in perspective and will help fine tune possible spending habits.

Our ultimate goal as trusted debt advisors is to make you feel comfortable, assist you in reducing stress and getting your financial goals back in line. You won’t regret taking this first step to financial freedom.

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