CashPlan

Your financial stress solution

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Self-Assessment Profile

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This self-assessment profile will provide valuable insight into your personal financial status.

The “Describe” box will scroll down, allowing you to provide additional detail, if required. Once complete, you will have the option to:

  1. Print a copy for your own benefit;
  2. Send to CashPlan to receive a personal, complimentary response, written specifically for you.

*Indicates a Required Field

    Your Name*

    Your Email*

    1. Describe your problem

    Is your problem budgeting? YesNo

    Is your partner overspending? YesNo

    Are you overspending? YesNo

    Have you had unusual financial obligations over the past year? YesNo

    Did you have a loss of income (lose your job)? YesNo

    Is your problem temporary or less than one year? YesNo

    Have you recently retired? YesNo

    Is your problem centered around the needs of your children? YesNo

    Is your problem centered around the needs of your parents? YesNo

    Describe:

    2. Describe your problem

    Is this problem the result of a financial obligation to:

    - A spouse? YesNo

    - Parent? YesNo

    - Child? YesNo

    - Friend? YesNo

    - Business Partner? YesNo

    Describe:

    3. Describe how this problem has become hard to deal over the past two years:

    4. How have you tried to solve the problem yourself? Give me two or three possible solutions that did not work?

    5. May we email you for additional information? YesNo