Completing this worksheet may help you before you come to see me. Fill out the form as thoroughly as possible and you can submit the form to me online.

In addition to this form, you will also need to bring creditor collection letters and 6 months prior pay-stubs when you come in.

After you submit the form, a copy will be emailed to you for your own records.


CONTACT INFORMATION
Items marked with * are required.

First name:   *
Last name:   *
E-Mail Address:   *
Home Phone:  *( )
Work Phone:    ( )   extension: 
Pager/Cell Phone:    ( )
Best time to contact you:    
How did you find our web site?    

Creditors

NOTE: It is not neccessary to enter account numbers here
but please have them available when you come in.

Name and addresses of all Creditors Account Numbers Approximate
Balance
1.    
   


2.    
   


3.    
   


4.    
   


5.    
   


6.    
   


7.    
   


8.    
   


9.    
   


10.    
   




Budget

My average take home income each month is $   (Paystub needed)

If married, my spouse's average income each month is $


Average Monthly Expenses

Expenses Amount
Rent or Mortgage    
Electric / Gas    
Telephone    
Food    
Clothes    
Laundry / Dry Cleaning    
Medical and Dental    
Gasoline for Automobile    
Life Insurance    
Health Insurance    
Auto Insurance    
Auto Payment    
Other Expenses (please list)