3-Week Progress Check-InHigh-Performance Finances Let’s track your wins and recalibrate where needed. Be honest—this is about progress, not perfection. Tap Here to Open Your Questionnaire Financial Performance 3 Name * First Name Last Name Email * On a scale of 1–10, how confident do you currently feel managing your money? * (1 = overwhelmed, 10 = fully in control) 1 2 3 4 5 6 7 8 9 10 Have you been consistently tracking your spending over the past 3 weeks? * Yes Mostly Sometimes Not really What financial win(s) are you most proud of since starting? * (Ex: created a budget, paid off a card, stuck to a savings goal, etc.) What challenges or temptations have made financial discipline difficult lately? * (Be specific—this helps us create a game plan.) Are you following your customized budget? Why or why not? * (We want clarity, not shame.) What area do you feel you’ve improved in the most so far? * Spending habits What area do you feel you’ve improved in the most so far? Saving/investing discipline Communication with partner/family Mindset & confidence Other What’s one financial habit or mindset you’re still struggling to shift? * (We’ll target this next.) How can I support you better over the next few weeks? * (More accountability, different tools, motivation, etc.) Are you also ready to tackle your physical health or business habits alongside your financial progress? * Yes, fitness Yes, busines Both Not yet Thank you!
