Appointment Confirmation

Thank you for signing up for an appointment with our financial counselors! Check your email for a confirmation message.

We personalize every financial counseling session to answer your questions based on your situation, but we need to know more about you.  Below are intake forms, which include a list of items to help us learn more about you and your needs. Please print and bring a copy of the intake form, and copies of all the items listed.

Intake forms for: Homeownersopens in new window(PDF)homebuyers, and credit counseling.opens in new window(PDF)

If you have any questions, please email us at

If you need to make changes to your schedule, please return to the calendaropens in new window, or send us an email at
Make an Appointment
clickable button that launches a form to fill in to make an appointmentopens in new window