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Prep Financial's Story

Day after day, I sat behind my desk as a personal banker. I saw different people throughout the day but often heard the same struggles. These people worked hard and regularly, yet still they were having trouble making ends meet.  I felt helpless sitting at my desk. There was only so much I could do there. Outside of work, I was hearing the same struggle from people looking to me for financial advice and guidance. I grew up with this struggle. I felt sorry this was happening to people, and I needed to do something about it. There was a burning desire inside me to help anyone who sought it. It was a summer day and the sun was beaming through the window behind me. A couple sat before me, and their loan was immediately declined. Another one, I thought to myself. They just need help to get to where they desire to be financially. Most of us need some sort of financial guidance at some point in our lives, but few of us actually get it. That day I knew I had to do something. I started Prep Financial because I feel that hard working people are capable of financial security. I want to help them achieve it.
I want to help you achieve it.

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OUR SERVICES

Prep Financial exists to help you achieve financial well-being through education and planning. By achieving your financial goals with Prep Financial, you can rest assured that we will provide you an understanding and judgement-free environment.

Funds Allocation

We assist with managing everyday money by developing plans for fund allocation.  The goal is to know where your income is going, so that you can accurately account for every dollar earned.

Budget Planning

We help you develop a plan for how much of your income needs to go to certain expenses. This allows you to improve your savings for future plans like retirement or large expenses. 

Credit Restoration

Our goal here is to help you restore your credit, while also providing education to prevent future mistakes. With better credit, your future purchases can be made with lower interest rates, saving you money.

HOw It Works

  1. Register with Prep Financial.

  2. Receive a personalized consultation where we come up a with a plan for next steps.

  3. Execute the plan with regular follow-up.

It's really just that simple. Let's get a plan going and you on the right track!

I'm Ready to Sign Up!
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