Fast track planning

[Kristi Allan]

✅ Step 2: Fill Out the Prep Forms

This allows me to review everything in advance so you get the maximum value from your session.

• Intake Form – helps me understand where you're at

• Budget Worksheet – gives clarity on your cash flow and opportunities

Please return both at least 24 hours before our meeting. If they’re not completed, we’ll have to use part of your time to go through them live — which means less strategy and value for you.

📩 You can email your completed forms back to me at: mint...@gmail.com