CFEE Guidebook

37 BUILDING FINANCIAL CAPABILITY THROUGH FINANCIAL COACHING 2. Have you put money into your savings account over the past 3 months? ■ Yes ■ No If YES, approximately how much each month? __________________ 3. In the last 3 months, have you paid a late fee on a loan or bill? ■ Yes ■ No ■ Don’t know 4. Do you have a credit card? ■ Yes ■ No If yes, what is the credit limit or amount owed? _______________ 5. Have you ever obtained a copy of your credit report? ■ Yes ■ No 6. If yes, list date of most recent credit report______________________________ If no, coach will help participant get credit report from AnnualCreditReport.com. 7. Credit score from Credit Karma or other credit rating agency: ___________________ 8. Income: Approximate monthly income_______________ Source(s) of income __________________________________________________________________________________________ 9. Amount of savings (bank, IRA, investments, other) _______________ 10. Approximate monthly expenses _______________. (Most students will not know this at the first meeting. Coach will help student find best technique for beginning to track monthly expenses.) 11. Debt levels: Total amount/Monthly payment Credit card/Revolving credit _____________________ Student loan _____________________ Auto _____________________ Other debt owed (medical, utilities, etc.) _____________________ Participant coaching agreement: I agree to work with the Money Smart Forum financial coach to help me reach my goal(s). Signature of Participant _________________________________________________________ Date _____________________