Create Financial Freedom

Individualized Planning • Accountability Partner • Credit & Financial Experts • Financial Goal Setting
Get Started TodayAbout Us

Tailored Solutions for Clients

Since 2004 Equity First Consultants has been creating tailored solutions for clients experiencing credit and financial challenges.

We take the time to learn each client’s goals, habits, and situation. This individualized process is designed to give our analysts the information needed to establish an action plan especially for our client. No one person, family or business has the same dynamics, the same problem or the same solution. Understanding our client’s uniqueness is at the heart of our problem-solving expertise and our mantra to set our clients on the right path. This success begins with proper diagnosis, analysis and personalized planning to achieve credit and financial health.

Our First Steps To Success:

Initial complimentary 1-hour consultation.
A $299 value

1. Goal setting with your client
What is the immediate concern/priority?

  • Real Estate Purchase
    (Residential / Commercial / Investment)
  • Car Purchase
  • Business Expansion
  • Succession Planning
  • Partnerships
  • Personal Credit Health

What are the current circumstances affecting the problem?

Many of our clients are facing life events such as;

  • Divorce
  • Disability
  • Family illness
  • Poor investment performance
  • Business changes
  • Economic environment
  • And more…

What are the timeframes for all goals?

  • Immediate
  • Long-term (6+ months or longer)

2. Gather details on cash flow/cash reserve/credit profile

Initial Problem Solving

  • Review financial data
  • Review client credit reports
  • Develop action plan

3.Review Recommendations with your client
4. Get started on solutions for your client

Next Steps to Success:

What to expect for your client:

1. Personalized credit analysis and plan

  • Assess timeline for all goals
  • Thorough in-depth analysis of your client’s complete financial picture

2. Our team oriented approach includes access to experts in all areas of personal and business finance

Meet Our Team

3. Weekly status updates

4. Documented progress within 30-days

5. Access to our client portal

Personalized Credit Plan

  • Dedicated time with your client’s analyst
  • Tailored to your client’s specific goals and timeline

Team Support

  • Ongoing review to ensure desired results
  • Your clients analyst is available to answer questions anytime
  • Expertise in all areas of personal and business planning

Proven Results

  • Progress toward goals within 30-days
  • Choice of additional monitoring and consulting plans to keep your client on-track
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Client Portal

  • Our portal tracks every communication and document for your client
  • Stay in touch with progress throughout the program

Become a EFC Affiliate Partner

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“Rhonda is a consummate professional who knows her industry. She is well-spoken, cares for her clients and is tenacious. She doesn’t oversell, doesn’t panic or take her client’s panic personally. Recommend Rhonda highly!”
-Diane Pavese

“Rhonda is a person I find to have a sincere sense of integrity. She is warm, caring and brilliant. I highly recommend booking an appointment to see how her years of experience can be beneficial to you.”
-Donna Drake

“Not only have I had the pleasure of having Rhonda help me out of a couple financial situations, I also have had the opportunity to work by her side. She is undoubtedly one of the most, if not the most hard working, honest professional in her field. I often give her referrals and am always amazed of what her and her staff can do. Thank you Rhonda.”
-Gregory Romano

“Rhonda is a true professional that looks out for the best interest of her clients. She works hard at finding the best solutions and making her clients shine. Whenever referring a personal friend or client to Rhonda, I am confident in her ability to take proper care of them.”
-Miriam Hubbard

“Rhonda has been an asset to my clients. Her knowledge and professional work With budgets and loan modifications have saved my clients hundreds if not thousands of dollars. I would recommend anyone who would like to or needs to repair their financial situation, they will be extremely happy with Rhonda’s work.”
-Bill Richardson

Call Today To Get Started

1-833-269-2380

Email: info@equityfirstconsultants.com

Address:

PO BOX 601, MT. SINAI, NY 11766