please send the past 3 months of bank and credit card statements, along with proof of income to firstname.lastname@example.org
Please also submit all forms below in order for us to better serve you
a qualified financial coach with provisioned ministries will contact you once all information has been reviewed
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.
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.
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. **Please contact us if you need help downloading or filling out this form. You do not have to fill out every month, only the current and upcoming month or two will suffice.**
Please complete this quick survey and submit along with all other forms on this page. This will help us keep track of how to better serve you and others in the future. None of your personal information will be associated with your answers.