Financial Coaching Intake
Welcome to Financial Coaching, Powered by SHALOM. Please enter your financial information. This information will help us determine how to setup your financial coaching sessions.  Financial Coaching Sessions are billed at $125 per session and requires a minimum of 4 sessions. Clients who need to improve their credit and increase their credit score will need to enroll in IDIQ- Identity Theft SecureMax, and provide a copy of their credit reports. If you required any professional accounting work that will be billed in accordance with our billing and financial policies. Enter the current value of all of your assets and liabilities, including the current total value of your checking and savings accounts. Then, enter your monthly income and expense information.  If your income and/or expenses vary from month to month, enter a three-month average.  If necessary, you may enter estimates. If an asset, liability, income, or expense does not apply, please enter $0 as the value. If you have questions, need to provide explanation, please use the Notes/Explanation section below.

PERSONAL INFORMATION

ASSETS (CASH ACCOUNTS)

ASSET VALUES (REAL ESTATE)

ASSET VALUES (OTHER)

LIABILITIES (DEBTS)

INCOME (MONTHLY)

EXPENSES (MONTHLY)

NOTES/ EXPLANATIONS

Click or drag files to this area to upload. You can upload up to 50 files.
We will review the last 3 months of you bank statements to determine your spending habit. Please upload all personal bank statements.
Click or drag files to this area to upload. You can upload up to 50 files.
We will review your credit card statements to determined the interest rates paid on each credit card in order to prepare an accelerated credit card pay off schedule.
Click or drag files to this area to upload. You can upload up to 50 files.