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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