To help you prepare for your first appointment we have developed a short worksheet that outlines the information we’ll need.
Do the best you can to completely fill out the worksheet. Give us all the information you have but don’t worry if you don’t have everything. The idea behind this worksheet is to help get you thinking and be better prepared for your appointment.
If you are coming with your spouse or partner, the information should be for both of you. Although your expenses can be listed as a total, you will need the individual sources of income for both of you.
If you are living in a household where you contribute your own individual portion for various expenses, such as rent, utilities, etcetera; you only need to include your share of the whole.
If you can’t get the worksheet completely filled out, please don’t allow that to prevent you from keeping your appointment. You can be sure that we will still look at these items in detail.
We are also going to need information about your debt including balances, account numbers, and monthly payments. This information should be available on your monthly statements, so bring the last statement you have on hand too!
We’re really looking forward to meeting you soon!