Horizons Wealth Management

Comprehensive Financial Plan Presentation- Client Survey

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* 1. The financial plan presentation met our objectives and expectations.

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* 2. Was the presentation length too long, too short, or about right?

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* 3. The presenters delivered the information in a clear, precise, and engaging manner.

0 Strongly Disagree 5 Somewhat 10 Strongly Agree
i We adjusted the number you entered based on the slider’s scale.

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* 4. What were your greatest take-aways from the presentation?

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* 5. Rate your overall experience with this financial planning process (initial meeting, data gathering, presentation).

0 Not Satisfied 5 Somewhat Satisfied 10 Very Satisfied
i We adjusted the number you entered based on the slider’s scale.

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* 6. Do you have a clear understanding of your options for implementing our financial recommendations?

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* 7. Do you have any suggestions for how we could improve the financial planning experience for future clients?

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