Application PROCESS
1. Call or email me, Jennifer Hansen, to set an appointment time for an initial Q & A webinar. Jennifer (845) 649‑7487 or Jennifer@DebtDiagnosis.com
2. Join in on our Thursday evening client introductory and training webinars. Email me for the link.
3. Purchase and read best selling author, Nelson Nash’s book, Becoming Your Own Banker.
4. (optional) Download the free e-book, How Privatized Banking Really Works which compliments Becoming Your Own Banker.
5. Fill out our Confidential Questionaire.xlsx so we can continue our Q & A webinars working with your financial goals. We can help you fill it out.
6. Meet to discuss your financial situation, what your goals are, and how we can help you achieve those goals with your own private banking system. Determine premium accordingly.
7. Begin the process of owning your own banking system by filling out the actual application. We will do this with you.
8. Continue meeting and answering questions at your convenience until policy bank is finalized.
9. Help you get started using your own banking system.
10. Continue to meet as needed, either monthly, quarterly, semi-annually or annually or as the need arises.
11. (Recommended but optional) Introduce you, with a free look, to a financial software system that will help you keep track and manage your banking transactions. Cash-Flow-Tracking-Questionnaire;
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