Budget Profile | Victory Church

Budget Coaching

What To Expect

Engagements may be short-term or long-term and may include the following types of interactions:

Answers to specific financial questions (1 -2 sessions)
Assistance developing an initial budget (3 – 4 sessions)
Accountability to maintain an existing budget (2 – 4 sessions)
Guidance to navigate life changes (2 – 4 sessions)

Next Steps

Step 1

Begin tracking your expenses. Budget coaches would like to see 30 consecutive days of actual expenses.

Step 2

Complete the Budget Profile form and upload your financial documents which provides us with background information on your current financial situation.

BUDGET PROFILE FORM

Step 3

Schedule an appointment with a Budget Coach by selecting “In-Person Budget Coaching” or “Virtual Budget Coaching”. Completion of Step 2 is required prior to scheduling your initial budget coaching session.

SCHEDULE APPOINTMENT

Step 4

Meet with your budget coach, providing transparency and honesty regarding your financial situation.

Budget Coaching Profile

Today's Date
MM slash DD slash YYYY
THE DATA IN THIS STUDENT BUDGET PROFILE IS FOR INFORMATIONAL PURPOSES ONLY AND WILL BE HELD IN THE STRICTEST CONFIDENCE
Name*
First Last
Primary contact number*
Email*
Zip Code*
Gender*
Language Preference
- English
- Spanish
Marital Status*
Age Group*
Spouse's Age Group
Will both spouses be present?
- Yes
- No
Number of children in household*
Do you share your household expenses with someone else?*
- Yes
- No
Employment Status (You)*
Your job title*
Employment Status (Spouse)*
Spouse's job title*
Household Income (per year)*
How often are you paid?*
How often is your Spouse paid?*
Do you have Debt?*
- Yes
- No
Consumer Debt/Credit Cards Balance*
Housing Status*
Do you have a current mortgage balance?*
How many years are left to pay on your mortgage?*
Mortgage Balance*
Medical Expenses Balance*
Student Loans Balance*
Do you currently have a working budget (a prepared list of planned expenses that you consult and adjust as needed)?*
- Yes
- No
- I am not sure
Have you previously worked with a Victory Church Budget Coach? If yes, please provide their name.
Have you previously completed any financial literacy courses?
- Yes, I have completed Financial Peace University
- Yes, I have completed Crown or Compass (Navigating/Building your Finances God's Way)
- I am currently a student in a financial literacy course
- No, I have not completed any financial literacy courses
Are you in a debt crisis right now*
(for example: living paycheck to paycheck, under undue financial stress, recent job loss, unexpected significant medical expenses, recent or pending eviction, considering bankruptcy, reduction of income, etc.)
- Yes
- No
Please describe your situation or any questions you have.
How do you prefer to interact with your budget coach?
Additional Comments
Please upload your financial documents. Essential documents include bank Statements, expense tracking, debt list or variable expenses.
Max. file size: 120 MB.