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Your Input Matters: Shaping Your Financial Future
*
1.
Please let us know who is taking this survey!
(Required.)
Name
Email Address
2.
Have or will any of these actions pertain to you in the near future?
Retirement
Social Security/Medicare
Insurance Needs
Estate Plan Updates
Establishing or Updating a Trust
Tax Saving Strategies
Charitable Giving
New Job
Promotions/Bonus
Loss of Job or Layoff
Buying/Selling a Home
Refinancing
Buying/Selling a Business
Planning for Educational Expenses
Setting Goals
Portfolio Reevaluation
Gifting to Family
3.
Which communication channels do you prefer?
Email
Phone Calls
In-Person Meetings
Video Conferences
Newsletters
4.
Are there any services from the list below you wish to explore?
Financial Planning
Investment Management
Estate Planning
Charitable/Gift Planning
Tax Planning
College Planning
Business Succession Planning
Employee Benefits
Multi-Generational Planning
Secure Document Vault
Cash Flow Projections
Account Aggregation
Life Insurance Planning
Long-Term Care Planning
Disability Insurance Planning
Other (please specify)
5.
Do you have an estate plan in place and if so, who is your estate planning attorney?
Yes
No
Estate Planning Attorney Name
6.
Which of these types of content would you be interested in seeing more of?
Email updates on how Christian is thinking about markets.
Email updates on how our portfolios are positioned.
Webinars on market related topics.
Webinars on tax and other planning related topics.
Email updates on current events or tax law changes.
7.
How satisfied are you with the overall services provided by our team?
Very Satisfied
Satisfied
Neutral
Dissatisfied
Very Dissatisfied
Comments
8.
Please rate your satisfaction with the following aspects of our services:
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Clarity of financial advice
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Responsiveness of our team members
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Timeliness of communication
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Frequency of communication
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Professionalism of our team
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Quality of investment recommendations
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Satisfaction with client events and social media
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
Comments
9.
Is there anything else we could be doing to make your experience more enjoyable?
10.
How likely are you to refer us to a friend or family member?
Very Likely
Somewhat Likely
Unlikely
Very Unlikely
If you aren’t very likely to refer us, what could we do differently to change that?
