Client survey results

The graph below shows the percentage of people satisfied after they spoke to us.

Client Satisfaction Rate

Very satisfied: 61% | Satisfied: 12% | Undecided: 6% | Dissatisfied: 4% | Very Dissatisfied: 7%
*Client names have been changed to protect privacy

Client Feedback


Client CF*
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Financial Coach: Shane Rogers

Rated by client: 

Client Relationship Manager: Sam Collins

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

CF's Feedback: I feel like he is not listening to me when I explained my situation

Suggestion: I would like to be assigned another Financial Coach

Client CF*
profile pic

Financial Coach: Shane Rogers

Rated by client: 

Client Relationship Manager: Sam Collins

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

CF's Feedback: I explained that I unable to pay to start my program this month. I am looking at having eye surgery and I have to pay for my consultation (Which I did not explain to him) I told him I will try my best to make a payment this month but I cant guarantee anything.

Suggestion: Assign me to a different coach please. Someone who is not rude and make me feel like I am being pushed into something when I cant afford to pay this month, which is why I have set it for next month.

Client CF*
profile pic

Financial Coach: Shane Rogers

Rated by client: 

Client Relationship Manager: Sam Collins

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

CF's Feedback: I explained that I unable to pay to start my program this month. I am looking at having eye surgery and I have to pay for my consultation (Which I did not explain to him) I told him I will try my best to make a payment this month but I cant guarantee anything.

Suggestion: Assign me to a different coach please. Someone who is not rude and make me feel like I am being pushed into something when I cant afford to pay this month, which is why I have set it for next month.

Client CL*
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Financial Coach: Charles Johnson

Rated by client: 

Client Relationship Manager: Oscar Sanchez

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

CL's Feedback: Everything smooth and excellent

Suggestion: none

Client BB*
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Financial Coach: Van Cliburn

Rated by client: 

Client Relationship Manager: Sheldon Anderson

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

BB's Feedback: Van answered all of my questions

Suggestion: None at the present time

Client BB*
profile pic

Financial Coach: Van Cliburn

Rated by client: 

Client Relationship Manager: Sheldon Anderson

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions.

Suggestion: None right now

Client BB*
profile pic

Financial Coach: Van Cliburn

Rated by client: 

Client Relationship Manager: Sheldon Anderson

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions.

Suggestion: None

Client BB*
profile pic

Financial Coach: Van Cliburn

Rated by client: 

Client Relationship Manager: Sheldon Anderson

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions.

Suggestion: None

Client TN*
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Financial Coach: Vincent Jackson

Rated by client: 

Client Relationship Manager: Nita Baker

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

TN's Feedback: Mr Vincent is great in guiding me to complete the documentation so I can start on the program.

Suggestion: None as of now

Client TN*
profile pic

Financial Coach: Vincent Jackson

Rated by client: 

Client Relationship Manager: Nita Baker

Rated by client: 

Preferred Contact Medium:

Overall Satisfaction Level: Very Satisfied

TN's Feedback: Mr Vincent is great in guiding me to complete the documentation so I can start on the program.

Suggestion: None as of now


Last Updated on: Tue, 8 Aug 2017

BBB-A-Rating

4.8 rating
Based on 82 reviews
Years in Business:12 Years

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