Enhancing your workshop experience starts now…

DTCC Pre-Workshop

Hello! I'm Jacquette M. Timmons, a financial behaviorist and the author of "Financial Intimacy." And I am SO excited about meeting you on March 21st. We'll have fun talking about money, goals, circumstances and life with the aim of helping you create (or refine) an individualized financial framework and plan - one that reflects your money style, strengths and personality. Completing this questionnaire before-hand will enhance your engagement at the live-event, by helping you “filter” how you digest the information, insight and tools we’ll discuss.

  • Excluding mortgage, if relevant
  • If you'd like a copy of your answers for reference during the workshop please provide your preferred email. PLEASE NOTE: Your email will not be added to an email list. Plus, your responses will not be shared with your employer.
  • Many thanks!

    Many thanks for answering the above questions. Enhancing your workshop experience is important to me, and it helps when I know a little bit about what's important to you. So, thank you! Looking forward to our time together on March 21st and the chance it'll give me to help you make better, smarter moves with your money.

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