Before Your Appointment

Download this Budgeting Guide and fill it out

What This is For

Having your expense information on hand for your appointment will help you and your counsellor make the most of your time together. A great way to do this is by filling out our Budget Guide below.

It should only take about 20 minutes.

The Budget Guide is available in two formats: either a PDF or Excel file. If you’re going to print it out and then fill it in by hand, the PDF version will work best.

While the Budget Guide may look like a lot of lines, not every line item will apply to you. They’re there to make you think. Just fill out the ones that apply to you and your situation.

 

Download the Budgeting Guide – English Version

Budget Guide PDF

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Budget Guide Excel

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Download the Budgeting Guide – French and English Version

Télécharger le Guide budgétaire – Version française et anglaise

Guide budgétaire PDF

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Guide budgétaire Excel

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Have any questions?

If you’re confused about anything in the Budget Guide you downloaded or have some questions, feel free to give us a call, email us, or chat with us online. We’d be happy to speak with you.

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