Paid-client preparation

Start your Credit Priority Map™.

Complete this after purchasing and scheduling your Builder Strategy Session. Karim will use your answers to organize the objective, three-bureau snapshot, known concerns, and questions that deserve attention first.

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1. Client and objective
2. Three-bureau readiness

Select only reports you can currently access. Do not enter a Social Security number, report login, PIN, password, or full account number.

Use AnnualCreditReport.com, the federally authorized source, if you still need your reports.

Which concerns do you already know about?

3. Cash-flow and preparation