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Exit Survey
 
 
How long have you been working on Core Financial Principles?
 
1-3 Months
 
3-6 Months
 
6-12 Months
 
12+ Months
 
 
 
What Steps have you completed or are in Progress?
 
Step 1 Giving to Others
 
Step 2 Saving for Emergencies
 
Step 3 Plan Your Spending
 
Step 4 Eliminate Debt
 
Step 5 Review Insurance Protection
 
Step 6 Create An Estate Plan
 
 
 
What is your overall satisfaction with Core Financial Principals?
 
Very satisfied
 
Somewhat satisfied
 
Neutral
 
Somewhat dissatisfied
 
Very dissatisfied
 
 
Rate your satisfaction with the following features of Core Financial Principles.
Very Dissatisfied Somewhat Dissatisfied Neutral Somewhat Satisfied Very Satisfied
Length
Design
Content
Images
Color
Layout
 
 
How relevant do you find the information in Core Financial Principles?
 
Very relevant
 
Somewhat relevant
 
Neutral
 
Somewhat irrelevant
 
Very irrelevant
 
 
Please rank each Step in order of importance to you.
1 = Least Important 2 3 4 5 = Most Important
Give To Others
Save for Emergencies
Plan Your Spending
Eliminate Debt
Review Insurance Protection
Create An Estate Plan
Invest
 
 
 
Would you like coaching on any of the following areas?
 
Give to Others
 
Save For Emergencies
 
Plan Your Spending
 
Eliminate Debt
 
Review Insurance Protection
 
Create An Estate Plan
 
Invest
 
 
 
If you would like coaching when is the optimal time for us to contact you?
 
Morning
 
Afternoon
 
 
 
What can we do to improve?