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Balance Wealth Survey

For Questions 1–6, please indicate how strongly you agree or disagree with each statement:

5 — Strongly agree
4 — Agree
3 — Neither agree nor disagree
2 — Disagree
1 — Strongly disagree

PART ONE · YOUR EXPERIENCE

1. I am satisfied with the overall level of service I receive from Balance Wealth.

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1

2

3

4

5

Strongly DisagreeStrongly Agree

2. Balance Wealth understands me as a person — not just my finances, but what matters most to me.

*

1

2

3

4

5

Strongly DisagreeStrongly Agree

3. I am able to reach my advisor or another team member in a timely manner when I need assistance.

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1

2

3

4

5

Strongly DisagreeStrongly Agree

4. When I contact Balance Wealth, my questions and requests are addressed thoroughly and completely.

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1

2

3

4

5

Strongly DisagreeStrongly Agree

5. Balance Wealth communicates with me proactively and keeps me informed without my having to ask.

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1

2

3

4

5

Strongly DisagreeStrongly Agree

6. The advice and recommendations I receive are clear, useful, and aligned with my financial goals.

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1

2

3

4

5

Strongly DisagreeStrongly Agree

PART TWO · COMMUNICATION

7. How would you describe the amount of email and other proactive communication you receive from us?

*

A

Much more than I would prefer

B

Somewhat more than I would prefer

C

About the right amount

D

Somewhat less than I would prefer

E

Much less than I would prefer

8. How likely are you to recommend Balance Wealth to a family member, friend, or colleague?

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0

1

2

3

4

5

6

7

8

9

10

Not at all LikelyExtremely Likely

PART THREE · IN YOUR WORDS

9. Anything else you would like to share — what we do well, or where we could do better?

10. Any topics you would like us to cover in a future educational session?

11. If you would like us to follow up with you about your feedback please leave your name, otherwise leave this blank to remain anonymous.