Financial Intake

Answer a few questions about your financial situation. This usually takes 10-15 minutes.

Step 1 of 5: Intake20%

⚠️ Educational Only: This is not financial advice. All information you provide will be used to prepare educational documents for review by a certified credit counselor.

Hi! I'm here to help you prepare for a Debt Management Plan. This will take about 15 minutes. First, what is your approximate monthly income before taxes?