100% of survey complete.
We make an effort to understand your goals.

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* 1. We make an effort to understand your goals.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We are knowledgeable about available financial products.

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* 2. We are knowledgeable about available financial products.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We inform you about new products and services as they become available.

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* 3. We inform you about new products and services as they become available.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We anticipate your needs and are proactive in serving you.

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* 4. We anticipate your needs and are proactive in serving you.

  Strongly Agree Agree Somewhat Niether Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We relate well to you and your staff at all times.

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* 5. We relate well to you and your staff at all times.

  Strongly Agree Agree Somewhat Neither Agree or DisAgree Disagree Somewhat Strongly Disagree N/A
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We listen well to what you have to say.

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* 6. We listen well to what you have to say.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We are helpful in diagnosing problem areas in your business.

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* 7. We are helpful in diagnosing problem areas in your business.

  Strongly Agree Agree Somewhat Neither Agree of Disagree Disagree Somewhat Strongly Disagree N/A
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We are accessible when you need us.

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* 8. We are accessible when you need us.

  Strongly Agree Agree Somewhat Neither Agree of Disagree Disagree Somewhat Strongly Disagree N/A
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We keep you sufficiently informed on the the progress of your work.

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* 9. We keep you sufficiently informed on the the progress of your work.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We clearly explain ideas and investment issues.

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* 10. We clearly explain ideas and investment issues.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Stronlgy Disagree N/A
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I feel comfortable with the risks taken with investments.

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* 11. I feel comfortable with the risks taken with investments.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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I am happy with the performance of my investments.

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* 12. I am happy with the performance of my investments.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We show creativity in our proposed solutions.

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* 13. We show creativity in our proposed solutions.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We are prompt in completing work and meeting deadlines.

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* 14. We are prompt in completing work and meeting deadlines.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We contribute to helping your business become more successful.

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* 15. We contribute to helping your business become more successful.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our staff is helpful and courteous.

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* 16. Our staff is helpful and courteous.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our staff members conduct themselves in a professional manner.

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* 17. Our staff members conduct themselves in a professional manner.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We return emails and phone calls and respond to requests promptly.

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* 18. We return emails and phone calls and respond to requests promptly.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We deal with any problems in our relationship quickly and openly.

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* 19. We deal with any problems in our relationship quickly and openly.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We make it easy to access your account online.

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* 20. We make it easy to access your account online.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our statements, reports, memos and letters are clear and well-written.

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* 21. Our statements, reports, memos and letters are clear and well-written.

  Stronlgy Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our year-end organizer is a thorough and valuable tool.

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* 22. Our year-end organizer is a thorough and valuable tool.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our meetings are well planned, efficient and effective.

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* 23. Our meetings are well planned, efficient and effective.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our billing procedures are timely.

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* 24. Our billing procedures are timely.

  Strongly Agree Somewhat Agree Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our bills are clear and easy to understand.

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* 25. Our bills are clear and easy to understand.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our prices are fair and competitive.

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* 26. Our prices are fair and competitive.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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Our offices are clean and attractive in appearance.

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* 27. Our offices are clean and attractive in appearance.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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We provide the best value for your money.

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* 28. We provide the best value for your money.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Somewhat N/A
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I feel comfortable referring my advisor to my friends and colleagues.

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* 29. I feel comfortable referring my advisor to my friends and colleagues.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Agree N/A
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Overall, how satisfied have you been with our services over the last year?

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* 30. Overall, how satisfied have you been with our services over the last year?

  Extremely Satisfied Satisfied Neither Satisfied or Dissatisfied Somewaht Dissatisfied Extremely Dissatisfied
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Number of face-to-face meetings per year:

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* 31. Number of face-to-face meetings per year:

Number of phone calls per year:

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* 32. Number of phone calls per year:

How many times in the last year have you talked to your Advisor in person or on the phone? (check the one that represents that number)

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* 33. How many times in the last year have you talked to your Advisor in person or on the phone? (check the one that represents that number)

What are we doing right?

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* 34. What are we doing right?

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What should we improve?

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* 35. What should we improve?

Will you continue working with our firm next year?

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* 36. Will you continue working with our firm next year?

Whom do you know that might benefit from speaking with Kevin Williams? A friend, colleague or family member? Please include their contact information below.

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* 37. Whom do you know that might benefit from speaking with Kevin Williams? A friend, colleague or family member? Please include their contact information below.

Please indicate the number of years you have been a client of our firm.

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* 38. Please indicate the number of years you have been a client of our firm.

Please indicate which services we currently provide to you. If you are interested in learning more about a particular service (without obligation) and/or were not aware of the service, please place a check in the space provided.

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* 39. Please indicate which services we currently provide to you. If you are interested in learning more about a particular service (without obligation) and/or were not aware of the service, please place a check in the space provided.

  Currently provide service Interested in service Not aware of service
Investment advisory services
Audit/review/compilation
Tax planning and preparation
Estate and trust tax preparation
Financial statements
Bookkeeping/write-up
Would you be interested in receiving timely financial/tax email newsletters from our firm?

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* 40. Would you be interested in receiving timely financial/tax email newsletters from our firm?

Do you have any recommendations for improvements to our year-end organizer?

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* 41. Do you have any recommendations for improvements to our year-end organizer?

Which of the following items would you utilize if we placed them on our firm's website-www.kqwilliamsfinancial.com?

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* 42. Which of the following items would you utilize if we placed them on our firm's website-www.kqwilliamsfinancial.com?

Please list three activities that you like to do for fun.

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* 43. Please list three activities that you like to do for fun.

Completed by:
Name & Title/ Company
Other Contacts Within Your Company:
Name & Title/ Email

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* 44. Completed by:
Name & Title/ Company
Other Contacts Within Your Company:
Name & Title/ Email

Please feel free to write additional comments about your experiences with our firm or how we can better serve you.

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