Client communication survey — Calibration Financial

We are dedicated to tailoring our communication to suit your preferences. Kindly take a moment to complete our survey, as your feedback is crucial in helping us better meet your communication preferences and needs.

Name: *

First Name

Last Name

What is your preferred method of communication?

Phone

Email

Do you want to receive a financial snapshot report

Yes

No

When would you like to recieve your financial snapshot report?

Monthly

Quarterly

Semi - annually

What details would you like to see on your financial report?

Balance Sheet

Net Worth

Liquidty

Budget

Tasks

Would you say that we have communicated with you well?

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

How can we improve our communication with you?

Thank you!

120 Central Ave N

Suite A

Milaca, MN 56353

(320) 362-6002

info@calibrationfinancial.com

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About

Calibration Financial, LLC (DBA Calibration Financial) is a registered investment advisor.

This information is not to be taken as specific investment, insurance, tax, or legal advice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.