Silva's Financial $olutions Phone Joan
Phone Sessions

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Did you know that you could benefit from financial counseling sessions via the telephone? Many people even choose telephone counseling instead of face-to-face meetings.

Telephone counseling could be the only means available if you live miles away from a financial counselor, or even in a different state from the counselor you would like to see. Perhaps you do not drive. Or, you may have spent a lot of time sitting in traffic jams, and would like to put your time to better use.

Clients often express surprise at the effectiveness of telephone counseling. It offers both flexibility and convenience. You decide where you need to be for your sessions. You can experience the comfort of dealing with your financial matters in the privacy of your own home or office. This also affords you the ability to have all financial data at your fingertips for each session.

It is important that you be comfortable with sessions on the telephone, especially if you have never experienced appointments handled in this manner.

WHAT'S INVOLVED?

  • What's involved with telephone financial counseling sessions? I do ask a few things of you for these types of sessions. Please consider the following for the actual sessions:
  • For the call, select a private place, with few distractions.
  • Turn off all other telephones, cell phones, and pagers during the session.
  • Close the door to the rest of the world, family, or office mates, so that you can focus upon the session at hand.
  • Request that others do not disturb you during the length of your session.
  • Put aside any materials or work projects that would distract you during this period. This does not include financial matters that we would be discussing.
  • Call me promptly at the scheduled appointment time so that you get the full value of your prepaid fee. You will be calling me for these appointments.

PAYMENT POLICY

I do require payment in advance for telephone sessions. Please ensure that I receive your check, money order, or cashier's check two days prior to your scheduled session.

info phoneINFORMATION

If you have a fax machine or an email connection, this can increase the effectiveness of telephone counseling sessions by enabling us to send material back and forth while we discuss your money concerns. If you do not have a fax or email, regular mail is a workable alternative.

why not start today?

Have you hesitated to seek financial counseling due to concerns about transportation, or embarrassment over discussing your financial situation? Telephone counseling may be the solution you_ve been looking for. The anonymity of the telephone enables you to receive counseling from the location of your choice, enhancing your sense of comfort and eliminating time wasted in traffic jams. Taking the next step toward greater financial health is as easy as picking up the phone. Why not start today?

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Independent Financial Counselor
Certified Credit Report Reviewer

101 Gregory Lane, Suite 46
Pleasant Hill, CA 94523
925-682-2005
Fax: 925-252-1231
E-mail: joan@silvassolutions.com

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