Client Survey

Communication is the key to any quality relationship.

We ask for you to take a few moments to fill out this survey. Not only will we use this information to improve our firm on a global scale - we will also use some of your answers to specifically tailor the way that we communicate with you individually.

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* 1. Please enter your contact information. This will help us customize your experience with our firm as we will use your answers to tailor the way we communicate with you.

First / Last Name

Email Address

Phone Number

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* 2. Would you like to receive newsletters throughout the year from Covenant Financial Group?

Yes

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* 3. If you would like to receive our newsletters - how would you like us to send them to you?

USPS (Standard Mailing)

I would like to opt-out of receiving newsletters

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* 4. How many newsletters would you like to receive each year?

Monthly

Other (please specify)

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* 5. Would you like to receive invitations to our client events?

Yes

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* 6. If you would like to receive these invitations - how would you like to be invited?

USPS (Standard Mail)

Text

I would not like to receive invitations to client events

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* 7. As we move back to being comfortable being in the same room together, we would also like to get back to doing educational seminars (not sales seminars). What topics would you be interested in us coordinating speakers for?

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* 8. Historically, we have sent out birthday cards with hand written messages. We had decided to stop doing this and learned very quickly that that decision may have been a mistake. Would you like to continue to receive birthday cards from us?

Yes. Please continue with this time honored tradition

No. Save yourself the postage stamp

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* 9. We have also debated on whether or not the entire staff should be signing the cards. Which of the following would you appreciate more in regards to what is written in our birthday cards?

Signatures from all of the employees

Signatures from your specific advisor

Your advisor's signature as well as a personal note

"From your Covenant Financial Group Family"

Other (please specify)

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* 10. Would you like to receive Christmas and Easter cards?

Yes

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* 11. We have a website, and we would like you to visit it. What types of things would you like to see on the website, that would make it a place you would visit?

Videos and Articles pertaining to investing and the economy

Links to access the investing software we give you access to

Event information

Volunteer opportunities

Ability to schedule meetings and reviews

Other (please specify)

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* 12. To our surprise, we have recently become aware that many of our clients did not know that we do volunteer work in our community. We call it Covenant Helpers. Would you be interested in learning about and/or participating?

Yes

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* 13. What would you say is our biggest strength as a firm?

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* 14. When you think about Covenant Financial Group, is there anything you would like to see us improve?

Nothing comes to mind

I would like to see the following improvement:

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* 15. We may have overlooked a topic in this survey that you may want to give us feedback about. Please use this space to tell us anything you would like.

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Covenant Financial Group is not owned or controlled by the CFD companies.