Financial Capability Counseling

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Financial Capability Counseling

Thank you for considering our agency regarding our comprehensive financial capability counseling program. We are excited to offer this service which allows individuals and families to get back on the road to financial and credit recovery. We will need you to complete the detailed Client Intake Form and sign the Disclosure Statement prior to meeting with you. Please note, the downloadable Client Intake Form is fillable for your convenience but cannot be saved. You will need to print it out and sign the form upon completion. Please also complete the Family Monthly Budget Form to the best of your ability. Once you have this information prepared, please contact our office to schedule an appointment. You will also need to gather and bring the following supporting documents:

  • Recent paystubs covering 60 days
  • 2 most recent complete bank statements
  • Most recent filed tax return

The initial assessment session includes a SoftTouch Tri-merge credit report. The session can be completed face-to-face in our office, or via telephone. Your counselor will evaluate your credit report and look for ways to improve your credit scores. We will also evaluate your monthly budget and look for ways to cut costs or improve savings. You will receive a Household Evaluation Form complete with an Action Plan, and a Certificate of Completion at the end of your session. We look forward to working with you!

Please DOWNLOAD the Financial Capability Counseling Package Forms below and return them to our office.

OPTIONS FOR SUBMITTING FORMS:

Call us to receive upload link to our secure server: (239) 434-2397
Fax Forms to: (239) 430-2387
Mail Forms or bring in-person: 3200 Bailey Lane, Suite 109, Naples, FL 34105

We look forward to working with you!

~HELP Counseling Staff

Download Financial Capability Counseling Forms

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