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.

  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 and email back to us as an attachment.           Email to : ellend@regardingyourmoney.com


1 Hour Financial Manager