Financial Action Planning

Maybe you want to buy a house, maybe you want to start a business, maybe you want to improve your employment options – whatever it is, you need a plan.

All of our loan clients have the opportunity to work with Redbud staff to create a financial action plan. You tell us your goal and together we make a plan to get you to that goal.

We pay attention to what your credit score, debt-to-income ratio, and savings need to be for that goal, and break down the process into easy-to-understand steps.

The action planning process may include financial education, credit counseling, budget counseling, check-ins, app recommendations, and more.