Have you completed entering all expenses into your 'Monthly Reconciliation' section for the entire month?

Now that you have observed your finances through the 4 categories method, do you feel comfortable with this method for structuring your finances going forward?

In your own words please provide a summary of why you chose the above answer.

1 being not confident at all and 5 being extremely confident.

Please summarise why you chose this rating for your confidence

Please explain what your biggest concern is right now as a result of montioring your income and expenses over the last 4 weeks.

With regard to your concerns noted in the previous question, what do you think would be possible solutions or plans to help you moving forward? (If you have no concerns just put N/A in this section)

Please provide details to help me understand where I can assist you best on our next call

Please rate your current belief level in you achieving your financial goals that you have identified in the timeframes that you have set.

What do you beleive has been the biggest win for you completing this 4 week program?

Please add any additional notes here that you would like to share with me to ensure I assist you in the best way possible.