MCKFP Financial Plan Survey

1. Your Name:

2. How satisfied were you wtih the response to your initial enquiry:

5 = Excellent
4 = Very Good
3 = Satisfactory
2 = Disappointing
1 = Poor

3. How professional was the service that you received:

5 = Excellent
4 = Very Good
3 = Satisfactory
2 = Disappointing
1 = Poor

4. How satisfied were you with the way in which we communicated to you during the Financial Planning process:

5 = Excellent
4 = Very Good
3 = Satisfactory
2 = Disappointing
1 = Poor

5. How satisfied are you that your needs are being met with your Financial Plan:

5 = Excellent
4 = Very Good
3 = Satisfactory
2 = Disappointing
1 = Poor

6. Overall, how satisfied were you with the service we provided to you:

5 = Excellent
4 = Very Good
3 = Satisfactory
2 = Disappointing
1 = Poor

7. Would you consider our service good enough to recommend to other people:

Yes
No

8. If Yes, please confirm their contact details::

9. If you were happy with our service, we would love to hear about it! Please feel free to write any comment below:

10. Satisfied clients have been the cornerstone of our business. From time to time we also like to include some of our client's testimonials in our publications. May we use the above comments as a testimonial from you:

Yes
No

McKinnon Financial Planning Client Survey

Group

Address