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Financial Planning Insights Survey
1.
How knowledgeable are you about financial planning?
Very knowledgeable
Somewhat knowledgeable
Not very knowledgeable
Not at all knowledgeable
2.
What financial planning services are you most interested in? (Select all that apply)
Retirement planning
Investment management
Tax planning
Estate planning
Insurance planning
Budgeting and saving
Debt management
3.
What influences your decision the most when choosing a financial planner?
Reputation and reviews
Qualifications and certifications
Cost of services
Personal recommendations
Range of services offered
Location
4.
What challenges do you face when it comes to financial planning?
5.
How often do you review your financial plan?
Monthly
Quarterly
Annually
Only during major life events
I don't have a financial plan
6.
Which online platforms do you use to stay updated on financial planning? (Select all that apply)
Financial news websites
Social media (Facebook, Twitter, LinkedIn)
Financial blogs
Podcasts
Online forums
Email newsletters
7.
Which social media platform do you find most useful for financial planning information?
Facebook
Twitter ( X)
LinkedIn
Instagram
YouTube
None of the above
8.
What additional services or information would you like financial planners to provide?
9.
How likely are you to recommend your financial planner to others?
Very likely
Somewhat likely
Neutral
Somewhat unlikely
Very unlikely
10.
Any additional comments or suggestions regarding financial planning?