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BNP Pre-Workshop
Hello! I'm Jacquette M. Timmons, a financial behaviorist and the author of "Financial Intimacy." And I am SO excited about meeting you on (date). We'll have fun talking about money, goals, circumstances and life with the aim of helping you create (or refine) an individualized financial framework and plan - one that reflects your money style, strengths and personality. Completing this questionnaire before-hand will ensure the workshop addresses what you want. In addition, it'll help you “filter” how you digest the information, insight and tools we’ll discuss.