Your Input Matters: Shaping Your Financial Future Question Title * 1. Please let us know who is taking this survey! Name Email Address Question Title * 2. Have or will any of these actions pertain to you in the near future? Retirement Social Security/Medicare Insurance Needs Estate Plan Updates Establishing or Updating a Trust Tax Saving Strategies Charitable Giving New Job Promotions/Bonus Loss of Job or Layoff Buying/Selling a Home Refinancing Buying/Selling a Business Planning for Educational Expenses Setting Goals Portfolio Reevaluation Gifting to Family Question Title * 3. Which communication channels do you prefer? Email Phone Calls In-Person Meetings Video Conferences Newsletters Question Title * 4. Are there any services from the list below you wish to explore? Financial Planning Investment Management Estate Planning Charitable/Gift Planning Tax Planning College Planning Business Succession Planning Employee Benefits Multi-Generational Planning Secure Document Vault Cash Flow Projections Account Aggregation Life Insurance Planning Long-Term Care Planning Disability Insurance Planning Other (please specify) Question Title * 5. Do you have an estate plan in place and if so, who is your estate planning attorney? Yes No Estate Planning Attorney Name Question Title * 6. Which of these types of content would you be interested in seeing more of? Email updates on how Christian is thinking about markets. Email updates on how our portfolios are positioned. Webinars on market related topics. Webinars on tax and other planning related topics. Email updates on current events or tax law changes. Question Title * 7. How satisfied are you with the overall services provided by our team? Very Satisfied Satisfied Neutral Dissatisfied Very Dissatisfied Comments Question Title * 8. Please rate your satisfaction with the following aspects of our services: Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied Clarity of financial advice Clarity of financial advice Very Unsatisfied Clarity of financial advice Unsatisfied Clarity of financial advice Neutral Clarity of financial advice Satisfied Clarity of financial advice Very Satisfied Responsiveness of our team members Responsiveness of our team members Very Unsatisfied Responsiveness of our team members Unsatisfied Responsiveness of our team members Neutral Responsiveness of our team members Satisfied Responsiveness of our team members Very Satisfied Timeliness of communication Timeliness of communication Very Unsatisfied Timeliness of communication Unsatisfied Timeliness of communication Neutral Timeliness of communication Satisfied Timeliness of communication Very Satisfied Frequency of communication Frequency of communication Very Unsatisfied Frequency of communication Unsatisfied Frequency of communication Neutral Frequency of communication Satisfied Frequency of communication Very Satisfied Professionalism of our team Professionalism of our team Very Unsatisfied Professionalism of our team Unsatisfied Professionalism of our team Neutral Professionalism of our team Satisfied Professionalism of our team Very Satisfied Quality of investment recommendations Quality of investment recommendations Very Unsatisfied Quality of investment recommendations Unsatisfied Quality of investment recommendations Neutral Quality of investment recommendations Satisfied Quality of investment recommendations Very Satisfied Satisfaction with client events and social media Satisfaction with client events and social media Very Unsatisfied Satisfaction with client events and social media Unsatisfied Satisfaction with client events and social media Neutral Satisfaction with client events and social media Satisfied Satisfaction with client events and social media Very Satisfied Comments Question Title * 9. Is there anything else we could be doing to make your experience more enjoyable? Question Title * 10. How likely are you to refer us to a friend or family member? Very Likely Somewhat Likely Unlikely Very Unlikely If you aren’t very likely to refer us, what could we do differently to change that? Submit
