top of page

funds allocation

What is funds allocation?

Funds allocation is the act of allocating or directing funds to the proper billers. It involves knowing how much a bill costs then setting the money aside, then paying it when appropriate.

How we help

At Prep Financial, we assist you with organizing your funds allocation. We help you visualize where you dollars need to go each month; therefore, easing the budget making process.

Funds Allocation

Budget planning

What is budget planning?

Budget planning is deciding how to spend your income. It involves knowing your income and expenses, as well as planning for the future.

How we help

At Prep Financial, we help you develop a budget based on your goals. We assist in the planning process and follow-up to help you reach the goals that you set for yourself.

Budget Planning

Credit Restoration

What is credit restoration?

Credit restoration is improving your credit education and score. It involves evaluating your credit report and correcting any mistakes.

How we help

At Prep Financial, we assist you with educating you about credit and the basics about the Fair Credit Act. We help you learn how to look for and correct mistakes on your credit report, as well as prevent future mistakes.

Credit Restoration
bottom of page