Jackie Financial IQ   

What’s YOUR Financial IQ?
Are you ready improve your financial literacy? Here is how Jackie’s Team can help.

We are offering a one-time complimentary 30-minute phone consultation to a limited number of interested people. If this is something you’d like to take advantage of please complete our “Financial IQ” form and someone from Jackie’s team will reach out to schedule your session.

During your private and confidential consultation, you will:
• Find out exactly what areas of your finances needs tweaking and,
• Discover your most advantageous next move to build your financial fortress.

Please allow yourself time to thoughtfully complete this confidential questionnaire for an opportunity to have a private 1:1 phone session with a member of Jackie’s team.

The more you can share now, the more beneficial your session will be.

If you have any questions, contact Sharen Skene, Client Experience Manager at her direct number at 905-766-9443 or by email at sharen.skene@cartewm.com

(*) = Require Field