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JCG Advisory Partner Client and Prospective Client Survey

Help Us Serve You Better

Your perspective matters more than any statistic or spreadsheet. This short survey helps us understand what's working, what's missing, and how we can support you in the months ahead. There are no right or wrong answers--just honest ones. Thank you for taking a few minutes to share your experience and shape what comes next.
1.Which best describes where you are today?
2.Which area would bring you the greatest peace of mind today?
3.Which one would be most helpful after that?
4.Have you worked with a fiduciary advisor before?
5.If a highly personalized advisory experience were designed specifically for families like yours, would you explore it?
6.If the guidance meaningfully improved clarity, confidence, and outcomes, what annual fee range would feel appropriate?
7.What matters most to you in an advisory relationship?
8.In one sentence, what do you want your resources to make possible for your family, now and in the future?
9.In ten words or fewer, what about your financial life concerns you most?
10.How would you describe your experience with professional financial guidance to date?
11.Do you enjoy receiving weekly Blueleaf balance reports and Advice for the Good Life communiques? And what could we do to make them better?