What to expect at your first credit counselling appointment

Before Your Appointment

• Prepare as much information as possible about your debts, assets, income and expenses so your counsellor can do a thorough financial assessment.
• Compile this budget information, in advance if possible, in this free Microsoft Excel spending plan.

During Your Appointment

• One of our expert credit counsellors will review your income, expenses, assets and debts.
• We will determine your financial needs.
• We will provide unbiased options to deal with your debt.
• Discuss each solution with you.
• Provide the information you need to make a decision about how to deal with your finances.

To book your free Financial Needs Assessment with a counsellor near you, please give us a call at 1-888-294-0076 or email us.