Capellis Financials — Client Intake

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Basic Information

Let's start with a few quick details so we can personalize your experience.

Personal Details

Full Name ✦

Email Address ✦

Phone Number

Preferred Contact Method

Age Range (optional)

Household Size

Employment Status ✦

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Services You're Interested In

Select everything that applies. This helps us prepare the right resources for your consultation.

What Can We Help You With?

📊 Transaction Categorization & Financial Statements

We organize your bank and card transactions into a clean monthly income & expense report

📋 Budget Creation

We build a personalized monthly budget based on your real income and spending patterns

🤝 Budget Monitoring & Coaching

Ongoing accountability and monthly coaching to help you stay on track

💳 Debt Analysis & Payoff Planning

We analyze your debts and build a strategic payoff plan tailored to your situation

🎓 General Financial Coaching

Personalized guidance on financial decisions, habits, and goal-setting

Urgency & Readiness

How soon are you looking to get started?

Right away Within a month Just exploring

Anything you'd like us to know before the consultation?

✅ Submission Received

You're Almost Ready!

Your information has been submitted. Before your consultation, please gather the documents below. The more you bring, the more we can accomplish together in one session.

📅 What Happens Next

Our team will reach out within 1–2 business days to schedule your in-person consultation. During that session, we will walk through your income, accounts, spending habits, debts, and financial goals together. Bringing the documents below ensures we make the most of your time.

🏦 Bank Statements

Last 2–3 months for each account

Checking Account Statements

All checking accounts — PDF from your bank's website or app

Required

Savings Account Statements

All savings accounts — last 2–3 months

Required

Online Bank / Fintech Accounts

CashApp, Chime, PayPal, Venmo, Zelle history if used regularly

If applicable

💳 Credit Card Statements

Last 2–3 months for each card

All Active Credit Card Statements

Visa, Mastercard, American Express, Discover — download PDFs from each issuer

Required

Store / Retail Credit Cards

Amazon, Target, Home Depot, Walmart, etc.

If applicable

💰 Income Documents

Verify your take-home income

Recent Pay Stubs

Last 2–3 pay stubs from each employer

Required

Benefit Award Letters

VA benefits, Social Security, disability, pension statements

If applicable

Rental Income Documentation

Lease agreements or bank deposits showing rental payments received

If applicable

Self-Employment / Freelance Income

Most recent 1099s or 3 months of business bank statements

If applicable

🏠 Loan & Debt Statements

All current outstanding debts

Mortgage Statement

Most recent statement showing balance, rate, and monthly payment

If applicable

Auto Loan Statements

All vehicle loans — balance, interest rate, monthly payment

If applicable

Personal & Home Improvement Loans

Solar panels, pool, renovation loans (GoodLeap, EnerBank, etc.)

If applicable

Student Loan Statements

Federal and private — servicer statements or studentaid.gov summary

If applicable

Medical Bills / Collections

Any outstanding balances in collections or payment plans

If applicable

📋 Insurance & Subscriptions

Helps us identify recurring fixed expenses

Insurance Bills

Auto, home, life, health — monthly or annual premium amounts

If applicable

List of Monthly Subscriptions

Streaming, software, memberships — a written list or screenshot is fine

Helpful to have

Utility Bills

Electric, gas, water, internet, phone — average monthly amounts

Helpful to have

Documents Gathered

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Check off each item as you gather it

📅 Schedule Your Consultation

Our team will contact you within 1–2 business days to confirm your consultation date and time. If you have questions in the meantime, reach out directly.

Preferred Days

Preferred Time

Capellis Financials · All information submitted is kept strictly confidential and used solely to prepare for your consultation. We do not sell or share your data. · Not legal, tax, or investment advice.