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Client Meeting Follow-Up Survey


We are committed to continuous improvement in the service we provide to our clients. Your responses to the following questions will let us know how we can serve you better. Please make selections that most accurately represent your most recent experience with your Advanced Wellbeing, LLC, practitioner. 

Please answer as honestly as possible.

Do you feel that the financial therapist “got you”, that they heard you?(Required)
Did the therapist exhibit unconditional positive regard for you, that they were non-judgmental?(Required)
Were any financial options or knowledge well explained and helpful for your situation?(Required)
Overall, how would you rate your meeting with your financial therapist?(Required)
Overall, how satisfied are you with Advanced Wellbeing, LLC?(Required)
Would you feel comfortable recommending KFG's services to a family member or friend?(Required)