Financial Counseling

If you HAVE established a one-on-one financial counseling appointment, you will need to print and complete the following forms.  Bring the COMPLETED forms with you to the appointment.

Financial Counseling Disclaimer and Waiver

Financial Counseling Preparation Checklist

Initial Budget Form

If you HAVE NOT established a one-on-one financial counseling appointment, you can set one up by filling out the contact form HERE.

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