You will want to compete all of the following during the first year. Check each box as you complete 
each step.

Client: 

 

 

 

 

 

 

Start date:

Information/worksheets/assessments

Clean Sweep

NeedLess

Tru Values

Reserve Index

Personal Foundation

Irresistible Attraction

Personal goals

Business goals

Conditions to have in place

Client is saving money

Truth is being told

Client is working toward vision

Client has solid personal foundation

Client is well on road to being restored, recovered, healed

Client is stress free

Client is doing well in business or at work

Client is not tolerating or suffering

Client’s needs are being met

Client is oriented around values

First-Year Checklist 

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