Instructions for filling out Financial Forms
Please estimate number; do not feel like you have to be exact. This form is designed to paint a picture of current income and expenses. You may round to the nearest dollar.
This is a list of whom you owe money. This is not a list of your monthly bills for items such as electricity, rather for assets like a car, house, college loan or a simple loan.
This is just basic information about your need for financial counseling.
This is an agreement to attend counseling sessions and to complete all work as assigned. It also will require action and items for you to bring to each meeting.
We keep everything in your file including any discussions confidential. This forms lists the names of the people and only those people who may have access to your counseling file I just need you to sign the blank area at the bottom.
Please list all assets and liabilities and calculate your net worth. Do not be discouraged if it is a negative number. It is only a starting point. Below are definitions for what is needed in each section of the document.
- Liquid Assets are items you can sell quickly like cash, savings accounts, checking accounts, jewelry, and furniture.
- Invested Assets are usually items like retirement accounts, IRAs, 401K, 403B, Real Estate, CDs and Antiques.
- Use Assets are your Residence, Autos, Personal Belongings
- Liabilities are any outstanding Real Estate Loans, Credit Cards, Auto Loans or Personal Loans