• Julie Nelson

Mid-year Financial Review: 4 Questions

Updated: Sep 20

This is a super simple and effective review.


Are your sales / income where you want them to be for this time of year?

 No – what plans do you have in place to change that for yourself & are you in need of help with any roadblocks?

 Yes –


Are your expenses where you want them to be?

 No – kung fu your income stmt, bank stmt, credit card stmts

 Separate bank account

 Separate business cc


Is your pipeline where you want it to be? Lined up or empty?


What is your 30-day plan?



512-848-5881

Career strategist, connector of people,

agent whisperer, general enthusiast.

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© 2020 by Julie Nelson & The Nelson Project, LLC; all rights reserved.