Create Healthy Cashflow Strategy
One-on-One Session

with Jackie Porter, Certified Financial Planner

Are you serious about “Creating a Healthy Cashflow Strategy” for 2018?

Schedule a complimentary 1-hour strategy session. If you’re ready to take action and learn more about how you can create a healthy cashflow then read on.

This coaching session is valued at $500, however, we are offering a one-time complimentary session at no charge to a limited number of interested people. If this is something you’d like to take advantage of please complete the information below and email it to Sharen Skene at sharen.skene@cartewm.com and she will reach out to schedule your session.

During your private and confidential conversation, you will:

  • Find out exactly what areas of your finances needs tweaking and,
  • Discover your most advantageous next move.

Please allow yourself time to thoughtfully complete this confidential questionnaire for an opportunity to have a private 1:1 “Create Healthy Cashflow Strategy” session with Jackie.

This is an INTERACTIVE QUESTIONNAIRE. Simply enter your responses in each of the blue text boxes. The more you can share now, the more beneficial your session with Jackie will be.

Take a minute now to SAVE this questionnaire on your computer. Then, once you’ve completed it, email it as an attachment. If you have any questions, contact Sharen Skene, Client Experience Manager at 905-238-3535 ext 216 or send her an email at sharen.skene@cartewm.com


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