Pre Session Check-in

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What’s one financial win you had since our last session?

What is your total consumer debt?

anxiety) the to

What is your total mortgage debt?

What are your total monthly fixed expenses?

What’s the one thing you want to get out of our next session?

Is there anything specific you want to make sure we cover in the next session?

Where is your financial anxiety today? (0 = No anxiety)

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