Due to COVID-19, we were unable to have in-person meetings. Family Legacy Council had to find new and creative ways to connect face-to-face in order to maintain frequent and open communication (e.g. Zoom, Microsoft Teams). How satisfied have you been with the virtual meetings medium?

Very SatisfiedSatisfiedNo opinionDissatisfiedVery Dissatisfied

Thinking about all the contact you have had with Family Legacy Council over the past 12 months, which would you say you have experienced?

Too little contactAbout the right amountToo much contact

When are you hoping to meet with your Wealth Advisor again in person?

When a vaccine is widely availableI am unsureI am comfortable now, with appropriate precautionsOther (Please specify)

Family Legacy Council invests in technology and integrations to add efficiency and enhance your client experience. Several tools are available to provide OnDemand access and information. Which of the following tool(s) would you like to review with your Wealth Advisor? (check all that apply)

Video calls using Microsoft Teams and/or Zoom
Tamarac Portal (Access to account performance data and performance reports)
eMoney (Access to your financial plan)
Fidelity.com, the custodian for your investments (Access accounts online)

Thinking about your total relationship with Family Legacy Council, how satisfied are you with Family Legacy Council?

Very SatisfiedSatisfiedNeither Satisfied nor DissatisfiedDissatisfied

How likely is it that you would recommend Family Legacy Council to a family member, friend or business associate?

ExtremelyLikelyLikelyNeutralNot LikelyNot at all Likely

Please share with us any additional feedback you may have or if there are any specific areas you would like to address with your advisor: