Money Makeover Preparation Worksheet
Prior to working with you, please have the requested documents and information ready. Feel free to complete and send it back to me. Alternatively, use the form as guidance. Thanks.
Email address *
Name *
Your answer
Collate 1-months' worth of all sources of income(or average income) *
Your answer
Collate 1-months' worth of cash & card payments, receipts & bank account statements(including overdraft) *
Your answer
Collate 3-6 months details of your savings(if you have any) *
Your answer
Collate 3-6 months details of your investments(if you have any) *
Your answer
Write down 1-3 things that you'll like to sort out when it comes to your money *
Your answer
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