INVESTMENT CLIENT SURVEY

First Name *

Last Name *

This survey consists of 6 sections and they're very brief. Kelsey and I are extremely thankful for the opportunity to serve you as advisors and intend to use these responses to improve our services for you in 2025.

General Satisfaction

On a scale of 1-10, how satisfied are you with the service we provide?

What do you value most about working with us?

Is there anything you think we could do better or differently to improve your experience?

Communication

How often would you like to receive updates about your investments? (Monthly, Quarterly, or Annually)

Do you feel the communication you receive about your portfolio and the markets is clear and informative?

Yes, it's perfect.

It's fine but could be simplified.

No, it's too technical.

I would like more communciation.

Please share any notes from your choice above. (if applicable)

What's your preferred method of communication? (email, phone, video call, in-person meeting, or text message)

Investment Performance

Are you satisifed with your current investment strategy and perfomance?

Yes, very satisfied

It's okay, but I have concerns

No, I'm not satisfied

Any additonal notes to share?

Do you feel your investments align with your long-term finanical goals?

Yes, completely

Partially, but I'd like to discuss adjustments

No, I'd like a review of my strategy

Any additional notes to share?

Financial Goals and Future Needs

Have your finanical goals changed since we last discussed them?

Yes, significantly

A little, but nothing urgent

No, they're the same

Are there other areas of financial planning you'd like help with? (check all that apply)

Provide other info here

Referrals

On a scale of 1-10, how likely are you to recommend us to friends, family, or colleagues? (please provide answer in text box)

What do you think we could do to earn your referral more confidently?

Additonal Feedback

Is there anything else you'd like to share about your experience working with us?

What's one thing we could do to make your life easier?

Thank you very much for taking this survey. We're grateful to get the opportunity to serve you and your family in your financial journey, securing your financial future.