New Client Experience

Here at Financial Symmetry, we're constantly striving to improve our processes. We hope you can take 5-10 minutes to fill out the form below with honest answers about your experiences with us as one of our newest clients.

What has surprised you the most from learning more about your finances?

Are you left with any open questions from the financial planning process?

Is there anything that you're unclear about regarding your financial plan?

Yes

What specifically are you unclear about?

What did you expect to get out of this process at the beginning?

Has the planning process taken more or less time than you expected?

Less

About Right

Can you explain why you expected it would take more/less time?

How well did we explain and prepare you for the onboarding process?

Not well enough

Very well

Exceeded expectations

Was the onboarding process done in a timely manner?

Did you know we have a podcast?

Did you know we have a blog?

Do you have any additional comments for our team?

Would you like to provide your name?

Yes

Name

First Last

URL

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CONTACT

5438 Wade Park Blvd,
Suite 310
Raleigh, NC 27607

Phone: 919-851-8200
Fax: 1-888-494-7878

QUICK LINKS

Wealth Management
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Our Fees
Our Process
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