Frequently Asked Questions

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How It's Spent is a virtual, one-on-one coaching program developed by PTNCE Financial to assist individuals and families in reviewing their finances and developing a personalized plan to get out of debt and save more money.

Our virtual financial review process is simple and convenient. You schedule a virtual meeting with one of our experienced financial analysts. Meetings are hosted by Zoom. During this meeting, you will review your financial documents, discuss your financial goals, and work together to create a customized plan to help you get out of debt.

To make the most of your virtual financial review, it's helpful to have recent bank statements, credit card statements, loan information, and any other relevant financial documents. This allows us to provide a comprehensive analysis of your financial situation.

No, we do not provide investment advice and will never recommend any financial products. Our focus is on helping you understand and manage your debt effectively.

Absolutely. We prioritize security and the privacy of your financial information. We will never ask for account numbers, copies of statements, or anything that can jeopardize your information.

Simply click the "Book Now" button at the top of this page and use our online booking system. Choose a date and time that suits you, and we'll send you the necessary details for your appointment.