Improving your credit and financial profile starts with knowing your spending habits. The common mistakes with individuals that are struggling financially is that they cannot tell you regularly what they are spending their money on a regular basis, they have no emergency funds, and they confuse their needs with their wants. The goal of the budget process is to put on paper what you feel your budget should be and use it as a template for your future financial health. This is clearly not an easy process as many of you may initially be discouraged by the deficiency that might exist in your budget. However, it is our goal to help you identify areas of weakness in your budget and help you make the necessary changes. WHEN COMPLETING THE BUDGET, YOU MUST BE HONEST WITH YOURSELF! Complete the sections based on what you feel you should be doing. Once this is completed you can fax your budget to 336-217-8799, email it to firstname.lastname@example.org or email@example.com, or mail it to us at our offices at 1 Centerview Drive, Suite 309, Greensboro, NC 27407. Once we review it, we will schedule a one-on-one meeting with you. Meetings can now be conducted online as well for your convenience. Please review the Video and Budgeting Process before completing your budget.
CLICK HERE TO COMPLETE YOUR BUDGET (Acrobat PDF version - This is for those that do not have access to Microsoft Excel. Just print out the budget and complete manually. Once completed, fax to us at the number above or mail to us)