Get Started

Financial Satisfaction Survey

"*" indicates required fields

Name*

Please rate on a scale of 1-5 (1 = Not Satisfied, 5 = Very Satisfied)

I am satisfied...

1. ...with my ability to meet my financial obligations.*
2. ...with the income my current job or career provides me.*
3. ...with my spending habits.*
4. ...with the level of debt I carry.*
5. ...with the “extras” that I am able to buy for myself and/or loved ones.*
6. ...with the level and quality of insurance protection I currently have.*
7. ...with the amount of money that I save and invest on a regular basis.*
8. ...with my current investment choices.*
9. ...that I am on track to build a sufficient retirement nest egg.*
10. ...with the level of employee benefits I receive.*
11. ...with my style of personal bookkeeping and financial record management.*
12. ...with my ability to provide financial help to family members.*
13. ...with my estate plan.*
14. ...with my level of charitable giving.*
15. ...with the level of financial education I have attained.*
16. ...with how I respond emotionally to my personal finance issues.*
17. ...with my ability to communicate about my financial matters.*
18. ...with the feelings I have about my money life.*
19. ...that financial issues do not cause stress or strain in the relationships that are important to me.*
20. ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

By submitting this form, you are consenting to receive marketing emails from: The Planning Center, Inc., 1615 5th Avenue, Moline, IL, 61265, https://www.theplanningcenter.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
tpc-logo-white

Phone: (888) 333-6986

Contact Us

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

See Location

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

See Location

When We Help

Follow Us

Company

The Planning Center © 2024

Regulatory Disclosures