This financial questionnaire is designed to help you to take an inventory of your current financial situation and determine your plans for the future.

You will receive an analysis with directives as to how you can achieve your financial goals and enjoy a happy and prosperous life in your 3rd Act stage – fifty plus.

Please note that your information is highly confidential and would only be shared with CONEC-TIONS 50+ Essentials-Toolkit team.

Jennifer Gibbons-Joseph, the designer of this assessment will be responsible for analyzing your results and preparing your report.

Certified Financial Planner/Life Transition & Financial Coach

Jennifer Gibbons-Joseph, is an internationally Certified Professional Life Transition & Financial Coach; Certified Financial Planner and an Energy Leadership Index Master Practitioner. Jennifer spent over thirty-five successful years in the insurance industry as a Financial Advisor, Trainer and Senior Sales Manager, prior to being internationally certified as a Life and Energy Coach.

Life Coaching is partnering with clients in a non-judgmental and engaging manner and helping them to achieve their goals. Jennifer has combined her qualifications and experience as a financial advisor with her coaching expertise, to design this user friendly and effective financial questionnaire. She will use the information provided to define your current financial situation and direct your steps to help you achieve your financial goals.

Financial Assessment