At your first appointment, a counsellor will review your financial information and help you understand your true financial state. They will then provide you with unbiased options, so you are fully equipped to make an informed decision to deal with your financial situation head on.

What our clients have to say

Jenn M.
Jenn M.
1721956161
Highly recommend money mentors they where so helpful and easy to work with
Kevin V.
Kevin V.
1718758968
Highly recommend Money Mentors!Jason Krausert is an amazing counsellor that really helped me and my mom out today. He was very professional, non-judgmental, and took his time listening to our situation. My mom was a victim of scam and was left with overwhelming debts.He took the time to thoroughly go over a financial needs assessment with us and provided us with extremely helpful resources and most relevant options to paying off the debt.We felt lost and overwhelmed but Jason has given us the hope that we can overcome this ordeal.Thank you Jason and Money Mentors. Please continue the great work you do!
Sharon L.
Sharon L.
1712967582
The gentleman that called was very helpful, friendly and professional.
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Google Rating
4.3
Based on 61 reviews
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Before Your Appointment

  • Prepare as much information as possible about your debts, assets, income and expenses so your counsellor can do a thorough financial assessment.
  • Compile this budget information, in advance if possible, in this free Microsoft Excel spending plan.

During Your Appointment

  • One of our expert credit counsellors will review your income, expenses, assets and debts.
  • We will determine your financial needs.
  • We will provide unbiased options to deal with your debt.
  • Discuss each solution with you.
  • Provide the information you need to make a decision about how to deal with your finances.

To book your free Financial Needs Assessment with a counsellor near you, please give us a call at 1-888-294-0076 or email us.

Feeling overwhelmed these days? Let us help.