In depth workshop for those ready to take control of their household finances for 2025. This event is hosted online via Zoom.
About this Event

In a virtual setting, I will assist the attendees in creating a Household Budget and Savings Plan, Examine their Credit Score and History, and Determine if they are in position to invest in Real Estate. It is understood that sensitive/personal finance docuemts will be present. Please be prepared to have access to the following finance documents: 2 months of bank statements, most recent W2/1099s and Tax Returns, copy of your credit report, 30 days of paystubs, and your monthly expenses.

Worthy & Associates Real Estate is not a mortgage broker or bank. We are providing basic finance tips to the attendees in the manner of credit repair, savings strategies and recommendations.