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783 Route 28
Harwich Port, MA 02646
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Post Session Notes for Financial Empowerment Consults
Date
Date Format: MM slash DD slash YYYY
Financial Volunteer Name
First
Last
Participant Name
*
First
Last
Topics Discussed:
Accounting
Budgeting
Managing a Checkbook
On-line Banking
Credit Rating / Score
Credit Card Debt
Debt Consolidation
Student Loan Debt
Finance Matters Related to Divorce
Business-Related Financial Matters
Bankruptcy
Fraud
Taxes
Special Needs Trust
Retirement Planning
Developing a Savings Plan
Estate Planning
Purchasing a Home
Refinancing
Reverse Mortgage
Foreclosure
Other
If other, explain:
Focus of session:
Outcome:
Action Steps for participant:
Untitled
Follow-Up session recommended:
Yes
No
If yes, specify timeline:
Concerns you’d like WE CAN staff to follow up with participant?
Yes
No
Critical
If yes, please specify:
If critical, please elaborate:
THANK YOU!
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