Pre-Workshop Questionnaire - Jacquette M. Timmons

Enhancing your 1:1 financial coaching and/or workshop experience at the retreat starts here…

 

Hello! I’m Jacquette M. Timmons, a financial behaviorist and the author of “Financial Intimacy.” And I am SO excited about meeting you.

I know talking about money can be anxiety-ridden, boring and the very last thing folks want to do – until I enter the room. -:) When it comes to money, I make the science art by creating engaging, accessible action-focused experiences. So, be prepared to actually have fun talking about money, goals, circumstances and your relationship with money.

During our time together, we’re going to talk about your goals, circumstances and what it takes to create (or refine) your financial vision and a plan to support it. I’m going to share a practical and profound framework that is bound to shift how you look at your money; how you perceive its role in your life; and how you determine which choices are the best ones to make to support your goal of living life on your own terms (read: it reflects your money style, strengths and personality). And I promise, we’ll have fun!

Completing the below questionnaire before-hand will enhance your engagement at the live-event, because it will help you “filter” how you digest the information, insight and tools we discuss.

Excited for our time together!

  • 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 [date] and the chance it'll give me to help you make better, smarter moves with your money.

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