Below is an information request you need to complete and bring to the first in-person meeting.  Most of this information will be used in getting you started and with setting up your initial spending plan.

1. Bring copies of the last two months pay stubs.
2. Bring copies of the last two months credit card statements.
3. Bring copies of the last two months of car loans, other loans and mortgage statements.
4. Read, print and sign two copies of the financial counseling agreement and bring both of them to the first meeting.  You will keep a copy for yourself and I will keep a copy for my records.
5. Print and fill out the below financial worksheets.  Please be as complete as possible and estimate when you don't know the answer.

• Income and Expenses
  
• Financial Statement
  
• Debt List
  
• 30 Day Diary  Please just print the diary.  There is no information to enter prior to the first meeting.