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* 1. How would you rate your overall financial plan?

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i We adjusted the number you entered based on the slider’s scale.

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* 2. How much time do you spend thinking about your financial plan?

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* 3. How frequently do you review financial plan?

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* 4. What are you most pressing financial concerns?

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* 5. Top three areas of financial wellness importance?

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* 6. How did you select your current team (research, advertisement, referral, cold called)?

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* 7. How would you rate the system of communication with your advisors?

1 10
i We adjusted the number you entered based on the slider’s scale.

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