What’s YOUR Financial IQ?

Complete our Assessment and learn
concrete strategies on how to improve your financial literacy.

Are you ready to improve your financial literacy? Here’s 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 downloadable and interactive IQ questionnaire (see below).

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 one-on-one session with a member of Jackie’s team.

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 will be.

Once you download the questionnaire, SAVE it on your computer. When you have completed the questionnaire you can either UPLOAD it from Jackie’s site (see below) or email it, in confidence, as an attachment to Sharen Skene who works directly with Jackie at sharen.skene@cartewm.com

Sharen is happy to answer your questions. She can be reached at 905-766-9443.

Click below to download your questionnaire

Have you completed your IQ questionnaire?

Use the link below to upload it!

Your Name *

Your Email*

Upload your completed questionnaire *