This questionnaire was designed to help you identify your financial personality. Understanding your particular needs also will allow your financial professional to better understand you, and in turn, better understand your decision-making process and personal approach to planning for your financial future. Please take your time and carefully answer each of the following eight questions.
Ms. Haskins has over 20 years of experience in accounting and financial planning. Prior to establishing Haskin’s Wealth Management Group, she practiced as a CPA for 10 years at Ernst and Young in New York City, and Amper, Politziner & Mattia in New Jersey. She has extensive experience serving closely held family-owned businesses and advising high net worth individuals and corporations on tax strategies and financial planning. HWMG serves clients with assets over $250K. Corporate executives, CPAs, attorneys, and business owners have trusted us to help them with their taxation issues and financial planning.
Mrs. Haskins has a passion for financial education, particularly teaching women how to protect their assets and become smart investors. She has shared her expertise on “Good Morning America” and New York’s WABC Channel 7 and FOX Channel 5. She has also been a contributing writer for “The Source” and “Black Enterprise” magazines.