Experience Survey At NorthPoint Financial Planning, it is our goal to always provide outstanding services and value to both our current and prospective clients. Please take a moment to provide your thoughts regarding your experience with NorthPoint Financial Planning. THANK YOU!
Your Name *
Firm Name (if applicable)
PROFESSIONALISM - "My interactions with NorthPoint Financial Planning met the highest standards of courtesy and professionalism."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
QUALIFICATIONS - "I am confident that NorthPoint Financial Planning is well qualified to offer advice and guidance."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
SERVICES - "NorthPoint Financial Planning provides high quality products and services."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
COST- "NorthPoint Financial Planning provides services at a competitive cost and in a transparent manner."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
PRESENTATION- "NorthPoint Financial Planning provides information regarding products and services that is easy to understand and relevant to my situation."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
FUTURE BUSINESS- "I would consider doing business with NorthPoint Financial Planning in the future."	Select5 (strongly agree)4 (agree)3 (not sure)2 (disagree)1 (strongly disagree)
Would you feel comfortable referring friends to NorthPoint Financial Planning?	SelectYesNo
May we share your specific survey responses with potential clients?	SelectYesNo
COMMENTS - Please provide specific comments about your experience with NorthPoint Financial Planning, particularly how we can improve our customer experience or service value.

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