30 min. Check-in appointment to monitor progress - 180 days. Upon scheduling this appointment, customer should be emailed with a list of docs/updates on tasks that have been completed that need to be uploaded to the NWO prior to the appointment
90 Day Check-In: Money Management
30 min. Check-in appointment to monitor progress - 90 days. Upon scheduling this appointment, customer should be emailed with a list of docs/updates on tasks that have been completed that need to be uploaded to the NWO prior to the appointment
Financial Coaching Session #1
1 hr. An individual consultation with a financial coach
Financial Coaching Session #2
1 hr. An individual consultation with a financial coach
Financial Coaching Session #3
1 hr. An individual consultation with a financial coach
Financial Coaching Session #4
1 hr. An individual consultation with a financial coach
Financial Coaching Session #5
1 hr. An individual consultation with a financial coach
Financial Coaching Session #6
1 hr. An individual consultation with a financial coach
Financial Coaching Session #7
1 hr. An individual consultation with a financial coach
Home Buyer Development 180-Day Check-In
1 hr. Mortgage Readiness appointment for Home Buyer Development (Counseling) Milestone