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Test Your Financial Wellness

This month we’ll be reaching out to you by phone to check in and see how you are doing. We won’t need more than a few minutes of your time.


After 10 months of homeownership, we hope you are settled and secure in your home. Please feel free to tell us about how your budget is coming along, if you are having trouble growing your savings, paying down credit card debt, or if there’s a maintenance problem, we are here to help.

Also, feel free to review other topics we have created. In addition, please clink on link below to see how you are coming along. 

Financial Wellness Test

If you missed our call, please contact us at 866-550-8099.

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