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Surveys
2014
February
G
Grossbach, Zaino & Associates
Grossbach, Zaino & Associates
0%
Questions marked with an
*
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Exit Survey
I/we have a clear and well defined vision of my/our financial future.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we are aware of and take advantages of all the opportunities and financial products that will work best for me/us.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we have an efficient financial plan with products that fit together and serve my/our goals.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we have a step-by-step action plan to protect my/our lifestyle and my/our financial assets.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we have a financial strategy to create more wealth from the money I/we earn.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we have a clear vision of my/our financial goals.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we are aware of all my/our risk factors and have taken steps to protect myself/ourselves and my/our finances.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we have developed an effective system to measure my/our progress.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
My/our financial strategy ensures that I/we have enough money to protect my/our lifestyle and family.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
I/we are confident about my/our financial future.
Strongly Disagree
Disagree
Uncertain
Agree
Strongly Agree
*
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