Client's Full Progress Report
Internal only, not the client-facing summary. Pulls together where this client stands across every module and where the focus should go next, based on their actual situation.
Client-facing version of the same progress report, written to send. Opens as a draft email in Outlook, review before it goes out.
Worksheet answers
Upload the worksheet (PDF or photos), or type answers into the fields below. Prefer to fill it out by hand? Download a blank form, print it, and upload a photo when it's done.
Previous summary (optional)
For a returning client, upload or paste the summary sent last time.
Approximate — review before generating.
Draft reply
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Direction Summaries
Pulled automatically from the latest Direction summary — for reference while you set goals. Updates on its own; nothing to paste in here.
Earlier notes
Notes from before this module had structured goal cards. Read-only — move anything still useful into the goal cards below, by hand.
Goal Sheet
A formatted summary of these goals, ready to send to the client. Opens as a draft email in Outlook — review and send it yourself, same as the Direction summary.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Fundamentals checklist
Check off what's confirmed in place. This list is a starter draft based on a partial worksheet, tell Anny what to add, remove, or rename.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Monitoring checklist
Check off what's covered in this check-in. This is a starter list, first draft, tell Anny what to add or change.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Structure
Not built yet. Use this for notes on this specific client, whatever's relevant to Structure once it exists.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Behavioral Finance
Not built yet. Use this for notes on this specific client, whatever's relevant to Behavioral Finance once it exists.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Protection
Not built yet. Use this for notes on this specific client, whatever's relevant to Protection once it exists.
Suggestions
Paste or type any notes on what you'd want this module to include, and we'll build it out from there.
Suggestions
Pulls together every "Suggestions" field from this client's file. She won't have access to your computer or client files, so this is the only way she'll see them, send it over whenever you've added something.