ONLINE INTAKE FORM

Use the online intake form to gather information to allow me to advise you and you to make a decision. You start by creating a profile using your social security number. You can add information over a number of sessions. Once I meet with you at the appointment do not add anything else to the form or start a new one as once we have received the information our system does not allow us to track changes from the form. Any changes after the appointment should be communicated to me or my staff directly, preferably through email.

We do not download the contents of the intake form until you arrive for your appointment. No promise to represent you is made by you submitting your information through the intake form.

Access the intake form here: - -

If you want to file the same day as your appointment, it is important that you finish your credit counseling including the final telephone component at least the day before your appointment. Click here to make an appointment. Additionally, you should also have completed the online intake form fully including the gross income figures for the last 6 months before the current month. Emergency filings have risks and should not be undertaken lightly. It is important that we have as much information as possible available before we file.

“At the end of the seventh year you are to cancel the debts of those who owe you money.”
Deuteronomy 15:1