Comprehensive Financial Plan Survey Horizons Wealth Management Comprehensive Financial Plan Presentation- Client Survey Question Title * 1. The financial plan presentation met our objectives and expectations. Exceeded expectations Met expectations Did not meet expectations Other (please specify) Question Title * 2. Was the presentation length too long, too short, or about right? Too lengthy About right Too short Other (please specify) Question Title * 3. The presenters delivered the information in a clear, precise, and engaging manner. 0 Strongly Disagree 5 Somewhat 10 Strongly Agree Clear i We adjusted the number you entered based on the slider’s scale. Question Title * 4. What were your greatest take-aways from the presentation? Question Title * 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 i We adjusted the number you entered based on the slider’s scale. Question Title * 6. Do you have a clear understanding of your options for implementing our financial recommendations? Yes Somehwhat No Other (please specify) Question Title * 7. Do you have any suggestions for how we could improve the financial planning experience for future clients? Done