Medical emergency or suspected overdose: Call 911 • Emotional or substance-use crisis: Call or text 988
Peer recovery • Life stability • Financial foundations(517) 580-1077coach@bfdholdings.com

Financial Triage Worksheet

Organize income, essential expenses, urgent debts, documents, risks, and professional help.

Back to Toolkits

Money available now

Income, cash, benefits, support, business deposits:

Protect first

Housing, utilities, food, transportation, medication, insurance, recovery:

Urgent obligations

Past-due items, court/tax deadlines, repossession, shutoff, payroll, secured debt:

Documents needed

Bank statements, pay records, bills, tax notices, contracts, P&L, credit reports:

Professional help needed

□ Attorney □ Tax professional □ Bookkeeper □ Credit counselor □ Benefits navigator □ Housing counselor □ Capital advisor

Safety note: This worksheet is not emergency, medical, psychiatric, legal, or financial-professional care. Call 911 for immediate danger or suspected overdose. Call or text 988 for crisis support.
Start a Conversation