THE WORK
The Process
RESULTS. RESULTS. RESULTS. That is the core philosophy of Regal Credit Management. In order to maintain maximum effectiveness, the RCM team adheres to the following process for each of its clients.
1
Understand, establish and define the client-credit manager relationship.
2
Full client data workup. (past data, goals, life stage, families)
3
Analyze and evaluate the client’s current credit status.
4
Develop and present
recommendations and/or alternatives.
5
Implement the recommendations.
6
Monitor the recommendations.
The Services
In addition, we offer an annual financial checkup to all our clients. As part of this financial checkup, we review our clients’ credit rating and mortgage rates, as well as identify any suspicious activity. And through strategic partnerships, we offer more value-added services, such as obtaining a FICO score directly from a bank.
The RCM process allows our clients to put more money into investments at better rates, with fewer barriers to growth.