ROOTED IN DFW. WORKING WITH CLIENTS NATIONWIDE.
Credit resources

Understand your credit.
Plan your next step.

Your credit report is a starting point for understanding your financial profile. Explore your information, prepare your questions, and connect with our team for guidance.

Connect with our team ↗
Your service at a glance

Understand your report. Know your next step.

Who we help

Consumers who want to review their credit information and discuss it in the context of a personal financial goal.

What our team does

We help you organize questions about your profile and connect your report to the priorities included in your consulting engagement.

Roles & expectations

CreditHeroScore provides the report purchase and account service. Review its current pricing, subscription, and cancellation terms directly. Purchasing a report is separate from engaging our consulting team.

Start with your questions.

Book a conversation about your goals, or contact your assigned team member. If a report is needed, confirm how to share it before sending confidential information.

Discuss Your Credit Goals
A clear starting point

From your report
to your next conversation.

01 / GET YOUR REPORT

Start with your information.

Use the purchase button to visit CreditHeroScore and follow the provider’s instructions to obtain your report.

02 / REVIEW THE DETAILS

Know what to ask.

Review your account information, balances, payment history, and inquiries. Note unfamiliar accounts or information you believe may be inaccurate.

03 / CONNECT WITH US

Discuss your goals.

Contact your assigned team member to discuss next steps. Ask which secure channel to use before sharing your report or other sensitive information.

Find your team member ↗
Helpful answers

Before you get started.

Where do I purchase my credit report?

Select “Purchase your credit report” above. It opens our CreditHeroScore link so you can review the available offering and complete your purchase directly with the provider.

What if I already have a credit monitoring subscription?

Our current provider is CreditHeroScore. If you have an existing subscription with another provider, contact that provider about your account or cancellation. Purchasing through a new provider does not automatically cancel a previous subscription.

How do I arrange a consultation?

Book a consultation ↗ or contact a member of our team to discuss your goals.