Financial Mentor Meeting Tracking Form

Participation in the mentoring program is voluntary. The mentoring program provides one-on-one communication between a mentor and mentee for purposes of developing and reaching financial goals. Please contact Jerri at (515) 268-5142 if you have questions regarding this form.

Mentor Name

Mentee Name

Date

Time together

Indicate other, if applicable

Type of meeting

Indicate other, if applicable

List a goal the mentee worked toward at this meeting

At the end of this session, this goal is

Describe goal progress (or lack of)

List another goal, if applicable

At the end of this session, this goal is

Describe goal progress (or lack of)

As a mentor, what did you do in this session?

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