- Initial Goal Setting Worksheet
- 12 Monthly Worksheets
- 52 Weekly Monthly Worksheets
- 1 New Student Per Week.
These are so I can offer a lesson plan for each student that will give them the best opportunity to learn, grow and TAKE ACTION.
Closed Membership Fund
- Meeting with the first Accredited Investor - 7 figure investment into the fund.
- Finalize the outline for the PPM, Form D and the Investor Presentation
- Continue enrolling members.
- Appoint interim Board of Directors.
- Open Trust Account.
- LLC for the fund.
- Phone consult with Lending One on Tuesday May 28.
- Close 1 loan per week.
- Look into Multi Family and Bridge Lenders.
- Read Rod Khleif's Book.
- Read Think and Grow Rich (Thanks to Rod Khleif)
- Sign up for www.raisingmoneysummit.com
- Attend local Meetup's
- Meet and develop a relationship with one new contact a day.
- New office July 1.
- Build Document, Contracts and Forms Library
- Market and Promote PMA to the industry