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Become a Client

At the Center for Financial Success, we are dedicated to helping WKU students, faculty, and the Bowling Green community take control of their financial situations. If you would like to meet with us, we ask that you fill out our new client intake form. This is simply because we want to get to know you better and have a more thorough understanding of your financial situation. All of the information we receive from you is confidential and we will never use it outside of our meetings with you.

(xxx) - xxx -xxxx

(Check all that apply)*

(estimate if unsure)

(estimate if unsure)

(Check all that apply)

Let us know a few upcoming dates and times that for you (e.g. March 1st, 1pm-2pm)

Click here to access our client services agreement!

Once we receive your information, we will contact you via e-mail to follow up.

Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,
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Note: documents in Excel format (XLS) require Microsoft Viewer,
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Note: documents in Word format (DOC) require Microsoft Viewer,
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Note: documents in Powerpoint format (PPT) require Microsoft Viewer,
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Note: documents in Quicktime Movie format [MOV] require Apple Quicktime,
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 Last Modified 10/13/17