CONSULTING SERVICES

Implementation Planning

NEEDS ASSESSMENT

I take the time and ask you questions. I get to know you, your budget, your financial circumstances, and your credit situation. We determine what fits and what makes sense, what is it want you need and want and what’s most important to you.  After this analysis, we determine which purchasing strategy and what vehicles would best suit you.


As part of this, I get to know you.  I examine your personal life situation. It is so important to know what stage of life you are in so I can recommend the right situation for where you are in your life and where you stand financially so we can create an auto plan that is fits you.

Finance Consultancy

NEXT, WE MATCH YOUR NEEDS TO THE MARKETPLACE

We find a car that fits into your needs and budget. We see if the cars you are considering fall into your budget – all leasing, Financing deals are different. The determining factors take many things into consideration such as Credit, Length of Finance/Lease, Mileage, Money Down, Rebates, Equipment etc..

Strategizing

COMPREHENSIVE RESEARCH

This is one of the most important reasons you hire me. It is my job to look at into the market and research the best deals t for that month. Given your needs, I determine which deals are the best deals that matches your choice of vehicle. Keep in Mind, deals change every month so for the consumer it is impossible to keep up with all the deals, incentives, and inventory. This is very important so you have choices and don’t overspend. This is where it is important to know which manufacturer is offering the best deal. This is where a certain car that wasn’t even on your radar might be suggested. Without this “birds eye” view into the market, you might never know.

Implementation Planning

THE ART OF THE DEAL

This is where I become very creative. I  look to use the dealers money and not yours! We figure out the best way to use your money most effectively to keep more money in your pocket so it works out for your best interest and we get more goodies.

Finance Consultancy

THE CONTRACT CLOSE

I review the contract in detail to ensure that that everything goes properly into the contract.  We make sure that you’ve gotten everything you are entitled to – that the extended warranty has the right date on it.  (This step is so important – one time I saved a client from losing 2 years of her warranty).  I verify that everything we’ve structured is in the contract without your hidden fee.