-
-
-
-
- 1. What best describes where you are financially right now?*
- 2. Statistics have shown us that financial stability creates CHOICE, builds CONFIDENCE, and gives women greater INDEPENDENCE and FREEDOM at every stage of life. What could greater financial stability bring into your life?*
- 3. What is your primary concern when it comes to your finances?*
-
- 4. How do you currently manage your financial matters?*
- 5. How would you describe your relationship with investing?*
- 6. Did you know that studies have shown that many people who receive a large amount of money (whether through a settlement, inheritance, or lottery winnings) can eventually return to where they were financially before receiving it? For generations, women have been taught to navigate a world where they can be vulnerable to financial exploitation. As women build more wealth, our money becomes something worth understanding and protecting. Which of the following would you benefit from learning how to become more confident, informed, and intentional with your money?*
-
- 7. Do you have a business?*
- 8. What are your primary financial goals?*
-
- 9. Many of us have a savings portfolio but do not know what this translates into as a future monthly income in retirement, including how long it will last. Is this one of your concerns?*
-
- Our upcoming dates for a Keys to the Vault dinner are September 25, 2026 and October 15, 2026. Should you be selected what date works best for you?
-
-
-
Format: (000) 000-0000.
-
-
- Should be Empty: