Jennifer Openshaw on Oprah TELL WITI WHAT YOU NEED TO BUILD YOUR PERSONAL AND BUSINESS WEALTH WITI Considers Special Partnership with Nationally Recognized Financial Advisor Please give us your input by taking a few moments to complete this survey. It will not take more than 10 minutes. As part of our continuing effort to bring you the best available services, we are considering an exciting partnership with Security Financial Network, headed by nationally recognized financial advisor, author and PBS show host Jennifer Openshaw (click here for bio). Ms. Openshaw, founder of Women's Financial Network, is a frequent CNN commentator and was recently featured on Oprah for her expertise in managing personal and business money matters. She is committed to helping women realize their full potential and has agreed to bring WITI members the very best in financial services not available through other women's organizations or in the general marketplace. Please help us understand how we, in partnership with Security Financial Network, can help you realize your full financial potential. For each service described below, please rank how likely you would be to take advantage of the following services or products for yourself or your business: 5 - Very likely 4 - Somewhat likely 3 - Not very likely 2 - No, I don't need the service or product 1 - Don't know I. For Yourself Security Financial Network's Complete Personal Financial Plan - This comprehensive, personalized financial plan is specifically designed to provide objective and trustworthy advice and action steps based on your individual needs. It answers: Am I saving enough to meet my goals? How can I improve my credit score? Do I need more life insurance? Where should I invest my retirement funds? Am I prepared for an emergency? What would I do in the case of divorce or widowhood? Affordable and conflict-free, the Personal Financial Plan (developed during an hour consultation with your financial advisor) will help you map out a clear strategy for the future. Also included: specific recommendations for you personally on the best long distance and cell phone plans, insurance policies and more -- plus the savings you'll realize. These recommendations alone could save you more than the cost of the entire financial plan! Why pay Charles Schwab and independent financial advisors over $1,500? Regular Price: $399. WITI price: $359. Rank: 5 4 3 2 1 Comments:   Ongoing Financial Advisory Program - For one low monthly fee, you'll have telephone access to a qualified financial advisor for your specific questions, receive a newsletter and get quarterly checklists. Here's what's included: 15 calls per year to an objective Certified Financial Planner who will answer your personal questions on any financial topic or life event Financial Newsletter - timely, action-oriented tips and advice on money moves you should make based on interest rate changes, new tax laws, and other significant events. Also includes creative saving strategies, appropriate asset allocation advice, and best deals in the marketplace. A quarterly checklist of money smart moves to ensure you avoid penalties, meet deadlines, and take advantage of new money-making opportunities. Regular Price: $39.95/mo. WITI price: $29.95/mo. Rank: 5 4 3 2 1 Comments:   Day-to-Day Management of Your Personal Finances - High-powered athletes and entertainers hire personal business managers to pay bills, prepare tax returns, and oversee the mundane but essential details of personal finance - at a cost of $2,000 per month or more! But you're busy too. Wouldn't you like to have these matters taken care of at a more affordable price? Now you can. This unique service includes the following: Payment of all bills (you will have the ability to approve bills before payment) Monthly reports that include payments made during the month, expenses by category, comparison to the previous month to identify possible problem areas. Record-keeping of all bills and expenses for tax purposes, with expert guidance on strategic tax planning Management of cash to ensure you're meeting savings goals and maximizing interest earnings Access to a live financial advisor who can answer questions on the right college savings plan, whether to lease a car, or finding the right insurance. Regular price: $299/mo (tax deductible). WITI price: $199/mo (tax deductible) Rank: 5 4 3 2 1 Comments:   If you're not a small business owner, skip the next section and go to section III. II. For Your Business Financial Management & Accounting for Your Business - One of the biggest mistakes women business owners make is failing to manage their business's finances - from bookkeeping to tax planning. Sharon Hadary, head of the National Foundation for Women Business Owners, says "You always think you can get by with one of these computer programs, but unless you're good with numbers, you need someone who can help look at cash flow projections and pricing." This service features experienced professionals and a 3-step approach to managing your business finances effectively: Diagnostics, Implementation, and Maintenance, including monthly and quarterly financial statements and ready tax planning. Price ranges from $500-1,500/mo (tax deductible), depending on the size and needs of your business. Also available is one-time consulting and training for the set-up of a business's financial, accounting, collections, and/or payroll systems. Benefits: Instant, real-time access to financial information and your company's status Understanding of key financial statements, including balance, income and cash-flow statements Audit-ready statements, eliminating the need to prepare finances for audits separately Reduction or elimination of the need for a separate accountant Financial performance metrics, including sales growth, debt-to-equity, return on investment (ROI), and inventory turnover rates. Rank: 5 4 3 2 1 Comments: III. Success Course for Women. Jennifer's new "8-Step Program to Realizing Your Full Potential" provides individual guidance in helping you identify and achieve your personal, professional and financial goals -- while having fun! This course is accomplished in four lunchtime classes via teleconference calls. Identify your personal, professional and financial goals Learn the six key steps to financial security Lay out your plan, measure your success and watch your progress Learn time management strategies Understand how to enter a negotiation and walk away a winner Learn how to build an effective network that works for you Create your own "kitchen cabinet" of advisors for free Understand how to exhibit real confidence and how it can increase your value instantly Get inspired by the successes, stories and personal challenges of women like you The class is accompanied by a workbook and an initial one-on-one consultation with Jennifer followed by four teleconference calls with Jennifer and your peers to provide inspiration and ensure success. Regular Price: $199. WITI price: $149 Rank: 5 4 3 2 1 Comments: IV. Tell us a bit about yourself: Are you a business owner? Yes No Your age: Under 30 31 - 45 46 - 55 Over 55   Marital Status: Never married Married Divorced Widow   Household Income Up to $49,999 $50,000 to $74,999 $75,000 to $99,999 $100,000 to $124,999 $125,000 to $149,999 $150,000 to $200,000 Over $200,000