Getting Started

Deciding to take control of your financial future is a big step, and HPP Cares CDE looks forward to guiding you through your journey.

  1. The first step toward working with us is to schedule a free discovery session. Here, we will explore your financial goals to determine how you can move from your current state of uncertainty to a place of confidence. Your discovery session includes:

    • A one-on-one session with a counselor
    • An assessment of your personal financial situation
    • A review of your most significant financial concern
    • A step you can use today to help you move towards a brighter future, even if you choose not to become a client
  2. At the conclusion of your discovery session, if we think we can help you improve your financial situation, we will schedule an in-depth meeting to further explore your needs. You will complete a series of questionnaires and are requested to collect specific documents that support demonstrate your current circumstances. This ensures we have a full financial picture in place to use as a starting point for your comprehensive, personalized plan.
  3. Once everything is collected, we will discuss your intentions to move forward by formalizing the client/advisor relationship. This includes the completion of an agreement that outlines our services as well as our fee structure. This document will signal the beginning of our official working relationship.
  4. A financial plan will be developed that includes recommendations regarding your personal finance and home-oriented needs. As action steps are identified, we will work with you to develop a plan that allows you to move forward, adjusting the approach if your needs, priorities, or circumstances change.

Identify Priorities, Assess Obstacles, Plan for Action, Achieve Goals

At HPP Cares CDE, we understand the importance of working with counselors that listen first and advise second. We will work to ensure the right questions are asked, allowing us to understand your goals and expectations before a customized plan is developed.

Your need will always be our priority, and we are dedicated to always working to exceed your expectations.

If you aren’t ready for a full assessment, you can choose to schedule a starting strategy session instead. These appointments allow you the opportunity to ask questions regarding your top three financial concerns. You will receive clear and straightforward answers that speak to your unique situation.

So, if you are ready to begin your journey to a stronger financial future, contact HPP Cares CDE today.

Make an appointment

Complete online intake packet

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Seminars & Workshops

Click a seminar to learn more and enroll.

Register to Learn About Home Buying | Leader-Led Webinar Via Zoom

no mask or gloves required. attend from the convenience of your home.

Confused about buying a home in today’s real estate market?

Attend our monthly Home Buyer’s Workshop. Whether you are a first time home buyer or seasoned real estate investor, join us in this educational opportunity to better understand the current real estate market and lending environment. Our Seminar will be conducted by HUD APPROVED COUNSELOR.

Topics covered include: DOWN PAYMENT ASSISTANCE, Real Estate Market, Home Buying Process, Credit / Mortgage Financing, The pros and cons of homeownership, Credit reports and how they’re scored, How to improve your credit for homeownership, Disputing information on your credit report, Budgeting and saving for a home; How much home can you afford?, Resources for homebuyers, Who’s who in the buying process (Inspectors, appraisers, Realtors); Mortgages, New responsibilities of homeownership.

This session will leave you with few questions and more answers.

Enroll now

Register to Learn How To Adu Leader-Led Webinar | Via Zoom

Register Self Pace Online Education Portal | DOORWAYS

Get Pre-approved to own a home or multi units

Get Pre-approved to ADU

Consult With Houzd How To ADU Design, Finance, Construct, Lease Protect

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