Evaluation Form

CONFIDENTIAL EVALUATION FORM
The Confidential Evaluation Form is used to evaluate your financial situation in order to make recommendations or create a debt-elimination plan that best fits your specific financial needs in regard to debt-elimination and increasing your net worth! In order for us to accurately evaluate your needs or create the best plan for you, please fill this form out as accurately and complete as possible. All requested information that applies to you is needed. The following tips are designed to make this process as simple and quick as possible.

Print this form by clicking here, then print. (This printable version is in PDF Format)
Gather the following documents and statements.
- Debt statements
- Mortgage Statements
- Insurance documents
Fill out printed form completely
Go back online to this page and transfer information from printed form to the electronic form below. (http://www.debtstrategies.com/evaluation.html)

(The information that you provide in this form is held in strict confidence!)

This completed Evaluation Form may also be faxed to DFS at 1-866-388-8493!

FILL OUT ELECTRONIC EVALUATION FORM BELOW
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