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Catholic Charities Financial Health Program Intake Form


Congratulations on your decision to take control of your finances! We hope you will follow through and experience the peace of mind of successful money management.

Your first step is to give us some information about your finances. Please fill out the enclosed forms as completely as possible. The information you give us will be kept strictly confidential, unless you authorize its release to creditors or others.

As there are many questions to be asked as part of this form, you may want to spend some time gathering this information prior to proceeding with entering this information here online.

To help you with this, we are providing a PDF worksheet to help you prepare. Feel free to download this, print it and then return to this page when you're ready to complete the online form.


Once beginning to fill in the online form, be prepared to spend at least 30 minutes to get through it. Some individuals may take 1 to 2 hours to complete it. Simply put - Be sure to set enough time aside for this.

Your first appointment will be scheduled a few business days after you complete this form online.

Please note... If you are having difficulty completing your Information Packet, please call for assistance. 

You may reach us in our Green Bay Office at 920-272-8234.

Please arrange for childcare if you have a young child or children.

1. Let's get started!