Enroll
Budget Your Dream, Inc.
You Can Now Enroll in the Budget Your Dream
Online Budgeting Program.
Select below from the Drop Down Box.
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You Should Select "Client" If you have a dream and
need to budget to meet your financial goals for your home, college, retirement,
financial independence and more. The
"Client"
will be the person that controls the budget, planning, savings, and
wealth-building tool.
If you are a "Third Party TEAM
Member"
such as Real Estate Agent, Mortgage Representative, Financial Counselor or
Financial Coach, select the appropriate category from the drop down box below
and enroll now.
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Select Real Estate Agent
to enroll if you are a licensed real estate agent or broker.
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Select Mortgage Representative
to enroll if you are a licensed mortgage broker or a professional loan officer
or loan originator employed by a mortgage broker or lender.
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Select Financial Counselor
to enroll if you are a
professional
financial counselor, financial advisor, or financial planner providing
counseling to the "Client". You may be a governmental, non-profit or for profit
organization.
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Select Financial Coach
to enroll if you are providing financial coaching and support to the "Client".
You may be a parent helping a child with his or her budget, a friend giving
support and counsel to another friend, or a volunteer working to help his or
her church or group members with their personal finances.
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Select Housing Counselor
to enroll if you are a
professional
housing counselor providing counseling to the "Client".
When you enroll as a
Third Party TEAM
Member
you will be added to the database. You will need to be enrolled in order to
become a TEAM member. When the "Client" enrolls, the Client will search for his
or her TEAM member's name and data from the database. The Client will search
for key data to confirm the TEAM member selection. The Client should only
select and authorize a TEAM member, if the TEAM member can add value to helping
the Client to reach his or her dreams and financial goals.
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