Financial Intake

List every debt, balance, and interest rate so we can build a precise plan without guessing.

⚠️ 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.

Household Snapshot

Accurate housing and income numbers make your DMP or DIY plan realistic.

Monthly gross incomeState of residenceHousing typeMonthly housing paymentBriefly describe any hardship factors (job loss, medical, etc.)

Credit Cards

List every credit card with balance, APR, and minimum payment.

Card issuerBalance ($)APR (%)Min payment ($)Status (current/late)

Auto Loans

Include every auto or personal installment loan tied to a vehicle.

No auto loans added yet.

Payday / Cash Advance Loans

Short-term loans or advances with very high interest.

No payday / cash advance loans added yet.

Collections

Accounts sold to collections or charged-off debts.

No collections added yet.

Student Loans

Federal or private student loans.

No student loans added yet.

Other Debts

Medical bills, personal loans, IRS debt, etc.

No other debts added yet.