Name *

First Name

Last Name

2. Please rate your satisfaction with your Annual Review experience.

10 – Extremely Satisfied and 1 – Extremely Dissatisfied

10 - Extremely Satisfied

9

8

7

6

5

4

3

2

1 - Extremely Dissatisfied

4. How satisfied are you with the competency of your Financial Planner and the quality of financial advice you received?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

5. How satisfied are you with your Financial Planner's responsiveness, and how he/she returns calls and emails in a timely manner?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

6. How satisfied are you with your Financial Planner's organization, and how he/she brings more order and clarity to your financial picture?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

7. How satisfied are you with your Financial Planner's communication, and how he/she effectively communicates your financial plan?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

8. How satisfied are you with your Financial Planner's proactivity, and how he/she works with you to anticipate and financially prepare for life transitions?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

9. How satisfied are you with your Financial Planner's accountability, and how he/she helps you follow through on the financial commitments you’ve made to yourself?

Very Satisfied

Satisfied

Neutral

Dissatisfied

Unaware/Not Applicable

10. Do you believe you are making progress toward your financial goals?

Strongly Agree

Agree

Neither Agree nor Disagree

Disagree

Strongly Disagree

11. Do you believe you receive good value from your relationship with The Center?

Yes

No

Unsure

14. How likely are you to recommend The Center to a friend or colleague?

10 - Extremely Likely and 1- Not Likely At All

10 - Extremely Likely

9

8

7

6

5

4

3

2

1 - Not Likely At All