Creating Your Profile
Watch this quick video to see how to setup your Capitalwize 360 client dashboard
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.
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.