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 *
Name *
Collate 1-months' worth of all sources of income(or average income) *
Collate 1-months' worth of cash & card payments, receipts & bank account statements(including overdraft) *
Collate 3-6 months details of your savings(if you have any) *
Collate 3-6 months details of your investments(if you have any) *
Write down 1-3 things that you'll like to sort out when it comes to your money *
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