Case Study 4

Client has monthly income of $5,008.78. She's a single mom with some decent cash flow but her credit card utilizations are high and she isn't sure how to get started with Velocity Banking with a monthly income. This case study is a fantastic example of why it's crucial to pay attention to your statement closing date. The enclosed client letter outlines all the strategies provided to drop her balances, improve her utilization and her credit score.

NOTE: This file is Not a COMMUNITY Collaboration Case Study.

This file uses pdf's of the Googlesheets format I'm beta testing.

This file has 5 pdfs

(1) completed Month at a Glance, color-coordinated to match bills with credit cards

(1) completed Credit Worksheet

(1) Money Tracker (client is paid Monthly)

(1) Letters to the Client to explain her Money Tracker

(1) FAQ & Where to Start