Our Impact and Value

What can you expect from working with Community Ladders?  You will have a trustworthy advisor continuously looking out for your best interests, providing you with peace of mind.  While every member is in a unique financial situation, we are certain of the tremendous value we can provide.  This is reflected by our membership referral rate of over 70%.

Here are some examples of the type of work we’re doing for our members.

• We are generating $200 – 600 annually by migrating responsible debit card users to cash rewards charge cards.

• Working with students, we are building up credit scores that will save hundreds on the new car they want to buy when they graduate.

• For young professionals wanting to buy a home in a few years, we are helping them into near-term investments and building their credit score, which will save them thousands in reduced interest costs.

• For members with credit card debt, we are transferring the balances to lower interest vehicles and establishing pay-down budgets over the course of 1 to 2 years, saving hundreds to thousands of dollars in interest while building credit.  We’ve already helped our members pay down thousands of dollars in debt.

• For people who have rapidly changed jobs, we are tracking down and converting their 401Ks and pension funds to IRAs, potentially netting them thousands in retirement investments they might otherwise have ignored.

• Across the board, we are helping people start or refine their retirement investments, saving them hundreds and eventually thousands of dollars in fees and lost interest in their IRA and 401k plans.

View our full list of financial planning services to see how we might be able to help you.