Client Experience Survey

Name (Optional)

Email Address (Optional)

Rate Your Experience Rate Your Experience⭐ ⭐ ⭐ ⭐ ⭐⭐ ⭐ ⭐ ⭐⭐ ⭐ ⭐⭐ ⭐⭐

How clear was the information and guidance you received during your planning process? How clear was the information and guidance you received during your planning process? 5 - Very Clear 4 - Somewhat Clear 3 - Neutral 2 - Somewhat Not Clear 1 - Not Clear

What worked well. What did you like most about working with us?

Opportunities for Improvement. What could we improve or do better?

Would you recommend Peace of Mind Planning to a friend or family member? Would you recommend Peace of Mind Planning to a friend or family member? Yes Maybe No

If you’re comfortable, please share a sentence or two we may use as a testimonial (first name only unless you approve otherwise):

If you are willing, I would love to share your testimonial with others. Only your first name and last initial will be shared. (Example: Jillian C.) If you are willing, I would love to share your testimonial with others. Only your first name and last initial will be shared. (Example: Jillian C.) I give permission for this testimonial to be shared publicly.