Skip to content

Blog Subscription

To subscribe to our blog, simply fill out the form below.

Name*

Email*

Please leave this field empty.

Subscribe to our Blog

Client Portal
Schedule a Conversation
513-984-6696
317-877-8000

About
Services
Who We Serve
Resources
FAQ
Contact

About
Services
Who We Serve
Resources
FAQ
Contact

Search

Client Satisfaction Survey

From the start of our business in 1989, client feedback has been instrumental to shape the experience and services we offer our clients. We hope you’ll take a few minutes to share your candid feedback to help us understand what we do well, and where we can improve. Thank you very much for your input.

Your Name:

How would you rate you overall satisfaction with Total Wealth Planning? (1 = Very Dissatisfied, 5 = Very Satisfied)

1 2 3 4 5

How likely are you to recommend Total Wealth Planning to others? (1 = Very Unlikely, 5 = Very Likely)

1 2 3 4 5

What does Total Wealth Planning do particularly well? Or, what is the most valuable benefit you receive from your relationship with us?

What suggestion do you have to improve the services we provide? Or, what additional services and/or communications should we consider offering?

In the days of too many emails, what is the “right” number of educational / companywide emails you think we should send to clients each quarter?

For personalized communications, how do you prefer we contact you?

Email Text Phone

We look forward to planning great client appreciation events when it is safe to do so. What are a few of your favorite interests or hobbies we might consider an event around?

Golf Cooking Dancing Gambling Dining Art Other

If you selected "Other" please explain:

If we host a virtual “ask me anything” event, would you attend? What question would you ask of our owners or team?

In appreciation of your thoughtful feedback, we would like to donate $25 to one of the selected charities below:

Matthew 25 Ministries Cancer Free Kids Community Foundation of West Chester Red Cross Salvation Army Ronald McDonald House Boys and Girls Club West Chester St. Jude Boy Scouts of America Magnified Giving

Do you have a favorite charity that we can consider supporting in the future?

Interested in winning by not losing?

Contact us for a no-obligation meeting or telephone call.

We Are Proudly Associated With:

Registered Investment Advisors

Certified Financial Planner

Total Wealth Planning, LLC BBB Business Review

CORPORATE EXECUTIVES

FAMILIES

PRE-RETIREES / RETIREES

BUSINESS OWNERS

EMERGING AFFLUENT

ECONOMIC OUTLOOK

CONTACT INFO

Call or Text: 513-984-6696

Call or Text: 317-877-8000

Email Us: info@twpteam.com

Fax: 866-672-8251

Facebook Twitter Linkedin Blog Youtube

OUR LOCATIONS

4665 Cornell Rd. Suite 160, Cincinnati, OH 45241

11495 N Pennsylvania St, Suite 235
Carmel, IN 46032

Copyright 2025 © Total Wealth Planning. All Rights Reserved