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Wrestle with your numbers in and out . Maybe you think you can't improve anything - bet you can

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We all want to be better off than we are. For some it’s a bit more urgent than others. If you’re an urgent case then you use this worksheet to help you work out what you’re options are. If you’re a less urgent case, and just dream of a diamond encrusted door knob, then use this worksheet to see if you’ve overlooked a nest egg or can come up with a cunning wheeze to get one… Draw a grid with 4columns. This is what they’re for:

  • The 1st column is for you to list all your ‘INCOME AND ASSETS’.
  • The 2nd column is ‘TARGET’ and this is where you write what you’d like your earnings and assets to be worth in a year’s time
  • The 3rd column is ‘WHICH CAN I CHANGE?’ this is where you look at what you can do and tick those that you can change during the year.
  • The 4th column is ‘HOW EASILY CAN I CHANGE THEM?’

Now start to get to the nitty gritty and work out if you have an easy wins to increase income, or where your best options are for getting more money. You never know that knob could be within your grasp!!!! Get writing, calculating and thinking…

NB These are the types of things to include in INCOME Salary, Maintenance, Benefits, Other income.  And these are the things to include in ASSETS House, Cash in bank, Investments, Shares, Unit trusts, National savings, Emergency fund, Other assets.

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