Financially Savvy Financially Savvy https://c-suitenetwork.com/wp-content/themes/c-suitenetwork/images/empty/thumbnail.jpg 150 150 C-Suite Network C-Suite Network https://c-suitenetwork.com/wp-content/themes/c-suitenetwork/images/empty/thumbnail.jpg July 7, 2021 July 20, 2021 Name* First Last Email* Gender*Please SelectMaleFemalePrefer Not to SayHow financially savvy do you consider yourself?* Select All I am comfortable in my approach to financial management and investing. I make ends meet but I don’t have a particular strategy. I need help understanding the best tools available to me. What does the phrase “being connected to your money” mean to you?* Knowing how much is in my bank account at all times. Having enough to live comfortably. Understanding my monthly budget and allowable expenses to remain solvent. Actively involved with my investment portfolio & opportunities I don’t know what it means. How informed are you with respect to the best investment opportunities available to you?* Very Somewhat Not Very Not at All Are you reluctant to invest on your own?* Yes No Not Sure What are some of the reasons?* Select All I listened to others and lost money. I let my life partner/significant other make money decisions on my/our behalf I don’t earn enough to save. Fear of losing my investment. I don’t have the time to research and monitor. I do not understand money or investing Other Please list any other reasons. What investments are you comfortable with?* Select All Stocks Mutual funds Real Estate 401K / RRSP Other What other investments are you comfortable with? By submitting, you agree to receive updates, alerts, and promotions from C-Suite Network and that C-Suite Network may share information about you with our marketing partners so that they may contact you by email or otherwise about their products or services.EmailThis field is for validation purposes and should be left unchanged.
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