The Goals-Based Financing<sup>TM</sup>: Planning and Discovery Kit
The Goals-Based FinancingTM: Planning and Discovery Kit

This kit helps you plan for your portfolio financing discussion with your lending advisor.

If you are interested in having a portfolio financing discovery discussion with us, fax us (1-800-208-6255) or email us at a copy of the completed kit and we will be in touch with you.

If you would like to chat about your situation , you may contact us at 1-800-208-6255.