ONBOARDING

PHASE II

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Creating Your Profile

Watch this quick video to see how to setup your Capitalwize 360 client dashboard

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Create a copy of your worksheet

 

Be sure to make a copy of the Goole Sheet. See video to the right for step-by-step guide and link below to download. 

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Navigating Your Worksheet

We are going to do most of the heavy lifting when it comes to creating your cashflow plan. Before that though, we need you to use this worksheet enter your best guess on your various expenditures. Please share this worksheet with us when complete as we will need it to move forward. 

Thank you for completing phase 2 of the onboarding process. Please send an email to the onboarding team, to notify us you’ve completed this step so that we can move forward with building your plan. Remember to share your worksheet with us.

CONTACT US

GA

1100 Peachtree St NE, Atlanta, GA 30309

NC

615 S College st 9th Floor, Charlotte NC, 28202