Please Note: You will need to have Adobe Acrobat Reader installed on your computer in order to access most of our forms. Download the free software now (available for MAC and PC) if you don't already have it:
If you prefer, we can send you hardcopies of our forms. Please email your request and include the credit union or employee assistance program who referred you to our site.
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Personal Financial Assessment
(Client Worksheet)
To design the most effective plan for becoming debt free and achieving your financial goals, your counselor will need to know your monthly income and living expenses as well as how much you owe to each of your creditors. Prior to the session, we suggest you complete our client worksheet so the session can be spent analyzing your information and developing a detailed plan of action.
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Money Management Planner
A well-designed, realistic spending plan is the most powerful tool available for reaching your financial goals. Download our budgeting tool to see if you're right on track or if you'll need to increase your income or decrease your expenses in order to save enough to reach your goals.
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Fritter Finder
Ever wonder where all your money goes? For at least one week, track every cent you spend. At the end of the week, you'll see just where those extra dollars could be hiding. In the future, you can use funds you currently fritter away to increase savings, pay off bills or buy something special.
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