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About
Events
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Members
Member Form
Financial Assistance
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Part II Financial Assistant
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Part II Financial Assistant
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Your Name (Retype)
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First
Last
Describe your overall financial situation in the last five years.
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Have you ever filed for bankruptcy? If yes, please provide details.
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List any major financial changes you have experienced recently.
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Do you have any pending legal issues that might affect your financial status?
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How do you manage unexpected large expenses?
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What types of insurance policies do you currently hold?
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Do you have any retirement savings or plans? Please describe.
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Have you ever withdrawn or borrowed against your retirement savings? If yes, please explain.
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Detail any investments you have, including stocks, bonds, or real estate.
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Do you have a will or any estate planning documents?
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How often do you review your financial plans? *
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What financial mistakes have you made in the past, and what have you learned from them?
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Have you used financial planning or advisory services before?
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What are your long-term financial goals?
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What steps are you currently taking to reduce your debts?
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List all your current creditors, the amount owed, and the interest rate for each.
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Describe how you prioritize your debt payments.
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How much total interest do you pay per year on debts?
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Are there any co-signed loans or debts in your name?
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Do you provide financial support to anyone outside your immediate family? If yes, please detail.
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What percentage of your income is spent on housing?
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What percentage of your income is spent on transportation?
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How do you save on daily or monthly expenses?
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Have you ever participated in financial literacy or education programs?
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How do you plan for your children’s education?
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What are your career development plans?
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How do you anticipate your financial situation changing in the next five years?
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Are there any upcoming financial challenges you foresee?
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What measures are you taking to prepare for retirement?
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How services retirement
How do you plan to address any outstanding debts?
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What would be the impact of the financial assistance on your immediate financial situation?
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How sustainable is your current employment in terms of financial stability?
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Have you considered changing careers or industries for better financial prospects?
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How do you plan to use the financial assistance to achieve long-term stability?
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How often do you eat out or order takeout?
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What percentage of your income is spent on non-essential items?
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How do you determine what is essential or non-essential spending?
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Describe your family’s healthcare needs and how you meet them.
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How do you budget for holidays and special occasions?
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What cost-saving measures have you implemented in your daily life?
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How do you educate your family about finances?
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What sacrifices are you willing to make to improve your financial situation?
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Do you track your spending? If yes, describe how.
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Have there been any recent lifestyle changes to save money?
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Are you aware of and using available government assistance programs?
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Have you applied for government benefits such as unemployment, disability, or other aids? What was the outcome?
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What community resources have you accessed for financial advice or assistance?
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How do you plan to access further government or community financial resources?
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Have you ever been denied financial assistance? If so, why?
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What are your biggest financial concerns right now?
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How committed are you to following a financial plan developed with or by the church?
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What do you believe are the root causes of your current financial challenges?
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ow do you perceive your ability to overcome these challenges?
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What are your biggest financial fears and how do you plan to address them?
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