Financial Needs Analysis

Sometimes, people encounter emergencies, and a quick assessment and timely referrals are needed.  For example, if someone comes to the emergency room having a heart attack, you won’t send them to an orthopedic surgeon.  Likewise, if someone is having an asthma attack, you wouldn’t send them to a gastroenterologist.  When someone has a financial emergency, they need to identify the challenge they are facing and then direct them to the appropriate resources to help address their financial crisis.  Our financial needs analysis system is designed with this in mind.

To provide appropriate, timely, and adequate treatment, we need to understand your financial challenges better.  Once this information is gathered, we can appropriately direct you to the resources that will help you improve your financial health.  So, complete the forms that follow…