Monthly Check-In
Momentum Check-In
A quick pulse on your month — takes about 5 minutes
Section A
Emotional Pulse
Let's start with how you're feeling — no right answers here.
How do you feel about your money rhythm this month?
(1 = rough / 10 = locked in)
5
What felt like a win this month?
What felt off or fuzzy?
Which best describes where you are this month?
Gate 4 — Seeing it
Gate 5 — Acting on it
Gate 6 — Building mastery
Section B
Paycheck Parking Rhythm
Quick yes/no questions about how your income flowed this month.
Did your income deposit into the HELOC or parking account?
Yes
Partially
No
How many days did your paycheck stay parked before bills left?
If you used a credit card to extend parking days — was it paid in full?
Yes, paid in full
No, carried a balance
Didn't use
Any "leaks" back into old accounts?
Yes
No
Section C
Stability + Buffer
Your buffer is your peace of mind. Let's check in on it.
Current buffer amount
Do you feel emotionally safe with your buffer right now?
Yes
No
Not sure
Any surprise expenses this month?
Yes
No
Any big expenses coming in the next 30 days?
Yes
No
Section D
Cycle / Chunk Status
Decisions — not math. Where do things stand with your strategy?
Are we approaching your next chunk window?
Yes
No
Not sure
Do you want to keep your current tempo?
Conservative
Standard
Bold
Any reason to slow down or speed up?
Section E
Life Changes
Life happens — let us know what shifted this month.
Income change?
Yes
No
Bills shifted?
Yes
No
Household change, stress, or schedule shift?
Yes
No
Partner alignment?
Aligned
Some tension
Not aligned
N/A
Section F
Quick Check — Flag Anything That Applies
No judgment — this helps us know where to focus our time together.
I avoided looking at my numbers
We carried a credit card balance
We missed a transfer or payment
We changed accounts again
I feel anxious about rates / banks
Spending felt out of control
I'm confused about the next step
Generate My Coach Brief →
Coach Brief — Confidential
Monthly Momentum Summary
Emotional Pulse Score
Gate / Stage
Parking Rhythm
Buffer Status
Current Tempo
Partner Alignment
Win This Month
Area of Fuzziness
Flag Summary
This Month's Focus
One Decision Needed
Client Notes / Life Changes
Send Brief to My Coach →
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