1. Choosing a Certified Financial Planner (tm) Practitioner

Thank you for taking time to complete this satisfaction survey on the quality of service provided during the initial consultation. With your help, I hope to strengthen Parker Financial, LLC's client service and better meet your needs.

* 1. Please rank, your criteria for choosing a financial planner.

  Most Important Very Important Important Less Important Not Important
Professional referral
Personal referral
Knowledge/experience
Qualifications/credentials
Professional advice/services
Approach to financial planning
Compensation model
Local community service

* 2. Please rate the following questions based upon your initial consultation.

  Excellent Above Average Average Below Average Poor N/A
Overall satisfaction with this experience.
The timeliness of scheduling initial consultation.
The quality of our responses to your questions and concerns.
The knowledge level of management.
The services offered meet your goals and objectives.

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