The Rx for financial fitness
Our complimentary, no-obligation check-ups and consultations are the prescription to meet your financial goals. Choose one – or as many as you may need – to help achieve your financial wellness objectives.
NEW ! ! ! Second Opinion Check-up
Get a review of your current debt to see if we can help you save, or confirm if you are already doing great!
Mortgage Refinance Check-Up
Can you reach your homeownership goals faster? We’ll let you know!
Home Purchase Pre-qualification
See how much you can borrow to shop for a home with confidence and speed.
Home Equity Check-Up
Determine the available equity in your home to help fund virtually any need.
Consumer Loan Check-Up
Let us help you make a great decision to support your borrowing goals.
Student Loan Check-Up
Advice for making informed decisions about funding or refinancing a degree.
Retirement/Investment check-up
Get a customized analysis of your plan to help you meet your long-term goals.
Business Loan Consultation
Understand the various business financing options to help you achieve your small business pursuits.
Fellows Advantage Consultation
Advice to help fellows achieve financial stability while in the U.S.
