Getting Started
New ClientsPlease contact us at 800-377-2432 to schedule an appointment for a face-to-face or telephone counseling session with a certified financial counselor. To expedite the process and make the best use of your counseling session submit your financial information prior to your appointment.
In order for your counselor to be most effective in assisting you, please bring the following information to your in-person appointment or have such information available for quick and easy reference during a telephone session:
- Verification of income (a payroll stub will do)
- Knowledge of monthly living expenses including shelter, utility,
clothing, transportation, and insurance costs - Most recent copy of any creditor statements, such as credit cards, doctor bills, loan and/or collection accounts
