1. What are the three most important things you are looking for in a financial planner?

2. Which are the services of most interest to you?

3. How many hours/month do you spend on your financial situation at present?

4. How often would you personally like to be contacted by our firm?

5. How often should your financial situation be reviewed throughout the year?

Please include your name, address, telephone number, fax number and e-mail address for a response. Thank you for taking the time to give us your feedback.