Your First Credit Counselling Appointment

How to prepare for and what to expect at your first credit appointment.

At your first appointment, a counsellor will review your financial information and help you understand your true financial state. They will then provide you with unbiased options, so you are fully equipped to make an informed decision to deal with your financial situation head on.

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 Spending Plan form.

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.

Book your FREE Financial Needs Assessment or School Presentation today!

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