Case Study 2

Client has bi-weekly income of $1,297. Goals include: transition to part-time work in the next couple of years, purchase a car, have money left over to enjoy life with friends and family. Client lives with daughter and daughter's family.

NOTE: This file is Not a COMMUNITY Collaboration Case Study.

15 pages

Includes:

Summary Page

Notes Overview

(3) Completed Month at a Glance Worksheets

(1) Completed Credit Worksheet

Credit Worksheet Notes

Client-Specific Q&A

Client-Specific Notes Page

(2) Completed Money Tracker Pages with Detailed Notes

(2) Filled out Money Tracker forms specific to client

FAQ Page

Where to Start Page