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(270) 929-8747
Mon-Fri 9:00 AM - 5:00 PM

♦ Email: Bill@AndersonFinancialCoaching.com

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Forms

Counseling Pre Work
♦ Please complete each section of this form
♦ When you submit it, it will be sent immediately to Bill@AndersonFinancialCoaching.com
♦ Bill must have this form 2 days prior to your 30 minute FREE Coaching Session

Financial Analysis with DistBudget1
♦ After your FREE 30 minute coaching session, these forms will be used to prepare your financial plan
♦ These documents, along with others we will discuss, must be received in our office three(3) days prior to our regular counseling session
♦ Bill will discuss how to complete each form during the FREE coaching session
Dave says: "Are you facing some tough financial decisions and need to talk to someone you can trust to give you unbiased advice? Bill Anderson at Anderson Financial Coaching is a Certified Financial Counselor that has been trained by my team so he's going to give you the same advice that I would give. He has over 5 years of experience and knows how to guide you step by step through your specific situation."