Quick Confidence Quiz

As women, we often think we are less capable than we truly are when it comes to managing money. Women are very capable of managing their money and investments but often shy away due to a focus on other priorities or lack of confidence.

What would you say your knowledge level is as it pertains to finance?
How would you rate your confidence in making smart financial decisions?
How would you rate your desire to become more financially competent?

Select the answer that best describes your investment management comfort level: 

How confident are you with managing your investments? Select the answer that best describes your investment management comfort level:

Emily Patton& Deborah Eggleston areRegistered Representative of and offeringsecurities, investment advisory, and financial planning services through United Planners Financial Services, member FINRA, SIPCThe Partners Group LLC and United Planners Financial Services are not affiliated.

Emily Patton and Deborah Eggleston are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC. The Partners Group LLC and United Planners are not affiliated.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Currently, investment products and services are available to residents of AZ, CO, ID, NC, NE, NM, UT.

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