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Skyline Wealth Strategies
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  • Our Services
  • Our Team
  • Who We Help
  • Contact Us

Service Check-in Meeting Questionnaire

The Service Check-In Questionnaire is designed to gather valuable insights into your experience with our services and digital platforms, identify opportunities for portfolio improvement, and explore potential referral opportunities. Your feedback helps us tailor our support to your needs and strengthen our partnership.

Step 1 of 6

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This field is for validation purposes and should be left unchanged.

Section 1: Personal Information

Name:(Required)
Preferred Contact Method: (Select one)(Required)

Section 2: Updates, Goals, and Objectives

Changes in Personal Circumstances: (Select all that apply)(Required)
Have your financial goals changed since our last meeting?(Required)
Are there new financial objectives you'd like to discuss? (Select all that apply)(Required)
Has your risk tolerance changed?(Required)

Section 3: Portfolio and Service Feedback:

Are you satisfied with your portfolio’s performance?(Required)
Do you have any concerns about specific investments?(Required)
How would you rate our services?(Required)
Is our communication frequency meeting your needs?(Required)

Section 4: Educational Interests

Are there any topics you'd like to learn more about? (Select all that apply)(Required)
What is your preferred learning format? (Select all that apply)(Required)

Section 5: Referrals and Recommendations

Would you refer our services to others?(Required)
Do you know someone who could benefit from our services?(Required)
May we contact them?(Required)

Section 6: Additional Notes

Are there any additional agenda items you would like to discuss?(Required)

CONTACT US

Phone: (512) 952-5555
Email: info@skylinewealth.com
Monday – Friday 9PM-6PM

OUR LOCATION

  • 9050 N Capital of Texas Hwy, Bldg. 3, Suite 260
  • Austin, TX 78759
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