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Weekly Update & Accountability

Name

Email

Phone

Wealth Goal

Debt

Investments

Monthly Income

Monthly Expenses

Net Income: Income - Expenses

Prospective clients or key people talked to in the last week?

What have you learned from them?

On a scale of 1-10, what is your morale?

What most improved your life & wealth?

Biggest obstacle?

What are your top 1-3 goals for the next week?