Financial Analysis Session with financial behaviorist, Jacquette M. Timmons
Before we hop on the phone for our 45-minute Financial Analysis Session, I have a few preliminary questions. I'd like to get to know a bit about where you are and what you want. Your answers below, coupled with your pre-session assignment*, will help me prepare a customized agenda for our session. It's a combo that will also allow us to collaboratively go over your information and map out a strategy and action-plan to help you meet your goal/s.