Cash Plan Management Corp.

	HOME . ADVICE TO THE CASH-LORN™ . GENERAL . CONTACT US

Advice to the “Cash-lorn”™

Thank you for this opportunity to give insight to your own very personal financial experience. By answering the questions below, where prompted, you will give us the basics to describe your financial dilemma. Also, by filling in the “Describe” box, you will give depth and scope to your own particular circumstance, that will allow us to personalize advice to you.

Please provide detail, some description, and include notations on your reactions to your problem. The “Describe” box will scroll to allow for a greater number of lines, so you can get as detailed as you wish.


1. Describe your Problem:

Is your problem budgeting?		Yes No

Is your partner overspending?		Yes No

Are you overspending?		Yes No

Have you had unusual financial obligations over the past year?		Yes No

Did you have a loss of income (lose your job)?		Yes No

Is your problem temporary or less than one year?		Yes No

Have you recently retired?		Yes No

Is your problem centered around the needs of your children?		Yes No

Your parents?		Yes No

Describe:




2. Is this your problem?		Yes No

Is this problem the result of financial obligation to a spouse?		Yes No

Parent?		Yes No

Child?		Yes No

Friend?		Yes No

Business Partner?		Yes No

Describe:




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

Describe:





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

Describe:




5. May we email you for additional information?		Yes No


PLEASE CLICK THE BUTTON TO SUBMIT THE FORM

If your request for advice is published on our site, you will also receive a comprehensive reply from “*Advice to the Cash-lorn”.* Thank you for your participation.

Your personalized Kolbe A™Index result identifies and quantifies your conative talents, the very nature of who you are and how you take action.

Understanding these natural strengths is the key to understanding your Financial M.O. (Modus Operandi). Kolbe A™Index