Check In – Absolute Awaken

Full Name

First

Middle

Last

Email

Cell Phone Number

Cell Phone Number with Area Code

Which baby step are you currently on?

Baby Step 1 ($1,000 Emergency Fund)
Baby Step 2 (Debt Snowball)
Baby Step 3 (Fully Funded Emergency Fund)
Baby Step 3b (Save for House or Sinking Fund)
Baby Step 4, 5, & 6 (Invest, Children, & House)
Baby Step 4 & 5 (Invest & Children)
Baby Step 4 & 6 (Invest & House)
Baby Step 4 & 7 (Invest, Live & Give)
Baby Step 7 (Retired, Live & Give)

What Dave Ramsey Baby Step are you on currently?

How much do you have left in this step?

How much money will it take to move you to the next step?

How much debt have you Paid since the last check in?

How much debt have you Paid since the last check in or financial snapshot that was filled out?

Any Debts that have been paid off, since the last snapshot?

Any debt that has been paid off list with total amount paid since start of that debt. This way we can celebrate with you.

How much CASH have you Saved since the last check in?

How much cash have you Saved since the last check in or financial snapshot that was filled out?

How many Credit Cards have you cut up?

Cutting them is the first step, make sure you pay them off, then close the account getting it in writing that the account is closed with a 0 balance.

Any Wins you have had since last check in?

Wins are any victories you have had, as we love to celebrate your wins with you.

How has your charitable giving changed?

Little to no change
Giving substantially more
Giving for the first time

How did you do on your SMART Goal, or assignment(s) given last time.

Anything that was given to you to complete. How did it go? What did you learn from it? What was the best part of it? What was the least part of it? How is it going to impact your life?

Anything you would like your Personal Development Coach to know?

This could be anything that you think may help in this next visit.