Thank you for taking this survey

As financial planning specialists, we work to identify hidden financial risks, protect against downside market movement, and maximize tax efficiency.

Have you been successful in your search for a Financial Advisor?

Not yet, I am still evaluating my options
Not yet, I temporarily stopped my search
Not yet, please reach out to set up a time
Yes, I located another advisor
Other:

Other Reason:

What led you to choose an advisor other than VMI?

Better fit
Closer proximity
Fee structure
Investment style
Other:

How would you categorize your current investment strategy?

I have been invested in a workplace 401k/IRA account
I have investments with another advisor, and would like a second opinion / additional assessment
I have uninvested assets that need financial planning and allocation
Other:

Other Reason:

Would you like a second opinion of your financial plan?

Which of the Following Investment Topics Prompted You to Seek Financial Guidance:

Investing for Retirement
Education Savings Strategies
Tax Advantaged Investments
Socially Responsible Investing
Financial Planning
Other:

Other Reason:

I would like to reconnect about my financial plan

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I would like a cup of coffee

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Additional Questions / Comments / Feedback:

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