Take Control of Your Finances
You're ready to take the plunge and take control of your finances! Good for you. Here's how it will work:
- Set up an appointment that's convenient for you: Contact us at info@dearpiggybank.com to make an appointment.
- Gather your information.*
- We will document your financial information.
- Pay the fee.
- We will provide you with your plan and explain the analysis and recommendations.
- We will follow up to see how you're doing and answer any questions you may have.
In order to provide you with the best service possible, we will ask you to provide your financial information. This will take approximately 45 minutes and will go more smoothly if you have the following information handy:
- Regular income (pay advice or income tax return)
- Bank statements
- Credit card statements
- Loan payment, interest rate, balance owing
- Mortgage payment, interest rate, balance owing
- Monthly bill amounts, payment dates
- Irregular bill amounts, payment dates (property taxes, car insurance)
We suggest you print the following instructions so that you can have them along side when you are completing the application. It will take you about 45 minutes to fill in the information and it will go smoothly if you have your documents on hand (pay stub, bank statements, credit card statements).
