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Comprehensive Financial Plan Survey
Horizons Wealth Management
Comprehensive Financial Plan Presentation- Client Survey
1.
The financial plan presentation met our objectives and expectations.
Exceeded expectations
Met expectations
Did not meet expectations
Other (please specify)
2.
Was the presentation length too long, too short, or about right?
Too lengthy
About right
Too short
Other (please specify)
3.
The presenters delivered the information in a clear, precise, and engaging manner.
0 Strongly Disagree
5 Somewhat
10 Strongly Agree
Clear
4.
What were your greatest take-aways from the presentation?
5.
Rate your overall experience with this financial planning process (initial meeting, data gathering, presentation).
0 Not Satisfied
5 Somewhat Satisfied
10 Very Satisfied
Clear
6.
Do you have a clear understanding of your options for implementing our financial recommendations?
Yes
Somehwhat
No
Other (please specify)
7.
Do you have any suggestions for how we could improve the financial planning experience for future clients?
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