Downloadable Resources

Monthly Budget Xlsx
Excel – 60.3 KB 21 downloads

This Monthly Budget Tool will assist you with setting up and tracking your monthly budget.  Complete with graphs and tables to provide you with a visual aide to see where your money goes.

Credit Report Dispute Letter Docx
Word – 15.1 KB 8 downloads

This letter provides a template for disputing an item on your credit report.  Fill in the blanks and send it to the Credit Bureaus to begin the process of disputing items on your credit report.

Debt Settlement Letter Docx
Word – 13.8 KB 8 downloads

This letter provides a template for settling a collection account with a collection agency.  Fill in the blanks and send it to the Collection Agency to negotiate the settlement of a debt.

Debt Validation Docx
Word – 15.0 KB 8 downloads

This letter provides a template for requesting validation or verification of an account with a collection agency.  Fill in the blanks and send it to the Collection Agency to request that they verify their right to collect the amount reported on your credit report.

Pay For Delete Docx
Word – 13.7 KB 9 downloads

This letter provides a template for negotiating the removal of a collection account from your credit report in exchange for paying the account.  Fill in the blanks and send it to the Collection Agency to negotiate the removal of the collection account after you settle the account.

Payment Plan Docx
Word – 15.2 KB 8 downloads

This letter provides a template for negotiating a payment plan for a collection account.  Fill in the blanks and send it to the Collection Agency to negotiate the terms for repayment of the account.

Links

Acorns

Acorns is a platform that can assist you with setting up and managing investment accounts, checking accounts, and savings accounts.

It is recommended that you do your research before using any of the features available with Acorns.  Square One Financial Coaching is not responsible for any losses incurred from the use of the Acorns platform.

*Acorns pays a referral fee for all signups through invitation links such as the button above.

Webull

Webull is an investment platform that can assist you with investing in stocks, ETF's, and mutual funds.

It is recommended that you do your research before investing with Webull.  Square One Financial Coaching is not responsible for any losses incurred from the use of the Webull platform.

*Webull pays a referral fee for all signups through invitation links such as the button above.

Annual Credit Report

Annual Credit Report is a Free to Use website that will allow you to retrieve your credit reports from Transunion, Equifax, and Experian

Experian

Experian is one of the three major credit bureaus.  Sign up for a free account and see your Experian credit score in addition to your credit report.

Equifax

Equifax is one of the three major credit bureaus.  Sign up for a free account and see your Equifax credit score in addition to your credit report.

Credit Wise

Credit Wise is a free service provided by Capital One.  Sign up for a free account and see your Transunion credit score in addition to your credit report.

*You are not required to have a Capital One Credit Card to sign up for Credit Wise.