Forms List

Frequently Asked Questions

Services We Offer

The Fair Debt Collection Practices Act

Financial Resources

Types of Coaching

Check-Up Session

Financial Tune-Up

Ministry/Service Coaching

Discover your giftedness joined together with your personality type and how they work together to make you who you are and where you would be best at serving in the church... Uniquely You Profile

Coaching Churches

Consulting Small Churches

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The following is a list of forms we recommend for our clients. Most of them are .PDF files so you can open them with the Adobe Reader.

Right Click and save them to your computer to print for future use.

Building on a Foundation of Biblical Principals

Dave Ramsey's Investment Philosophy

Allocated Spending Plan

Consumer Equity Form

Debt Snowball Sample

Coaching Preparation Forms

Irregular Income Planning

Lump Sum Payment

Major Components of a Healthy Financial Plan

Monthly Cash Flow

Monthly College Planning

Monthly Retirement Planning

Mortgage Addendums

Recommended Percentages

Retirement Options

Savings Breakdown

Credit Bureau Letter Equifax

Credit Bureau Letter Experian

Credit Bureau Letter TransUnion

Creditor Letter

Payments rob you of retirement

PRO RATA Letter

PRO RATA Worksheet

Your Rights Under The Fair Debt Collection Practices Act

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Last modified: October 25, 2008

The SPERO Group is a subsidiary of Leehol Enterprises
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“Disclaimer: The foregoing is not intended to be given as legal, financial or tax advice,
but intended for instructional use only.
If you require legal, financial or tax advice you should seek the assistance of a qualified professional.”