All forms listed below, bank and credit card statements for the past 3 months, and proof of income must be completed and submitted prior to scheduling an appointment.

 

Budgeting Spreadsheet

The budgeting spreadsheet is a requirement for all applicants, and it must be submitted prior to setting up an appointment.  It has been broken down into categories for your convenience.  If you do not currently have a budget and are unsure about one or more categories, it is best to look over the past three months of your bank and credit card statements, and take the average.  You do not have to fill out every month, only the current and upcoming months will suffice.

Download here.


Personal Financial Snapshot

The personal financial snapshot is a requirement for all applicants, and it must be submitted prior to setting up an appointment.  It is simply a way for us to gather more information about you so that we can be prepared for our meeting.  Please fill out with as much detail as possible.

Download here


Personal Coaching Agreement

The personal coaching agreement simply lays out some of our guidelines and requirements for scheduled meetings.  All we need from you are your initials for each item and an e-signature at the bottom of the page, and it is a requirement for all applicants.

Download here


Non-Disclosure Agreement

The non-disclosure agreement is a document signed by both the applicant and Provisioned Ministries to legally protect your information from being disclosed to the public.  Simply print out and bring in to your meeting, and we will fill out together.                                                                                                                                                                                                                                                                                                                                                                            Download here