We have found that these worksheets are an excellent tool; it helps us to introduce our services to you as a complimentary consultation.  The answers provided will give us a clear picture and guide us in showing how, together, we can form a beneficial relationship.

**Instructions for those of you who aren't familiar with this procedure, it's really very easy!  Or, if you chose, you can always print the form and snail mail it to us. 

  1. Click below on the ​​"CLICK HERE" button.
  2. The document will download to your computer, click to open it.
  3. At the top right of the document, click on "Enable Editing".
  4. Complete to the best of your ability.
  5. Save to your computer: click on FILE, click on SAVE AS, click on DESKTOP, click on SAVE.  A copy of the document will be saved to your desktop.
  6. Email to : ellend@regardingyourmoney.com

                a) Email back to us as an attachment. On your email there will be an icon that looks like a paperclip, click on it, in the new box on the left side, click on DESKTOP, on the right side find 1 HrMgr click on that icon, at the bottom, click on SAVE.    

Thank you, we look forward to communicating with you soon!

     

 

1 Hour Financial Manager