# Exit Survey

*URL:* https://christianfinancialadvisors.com/exit-survey/
*Updated:* 2026-10-29T03:28:00+00:00

#
Exit Survey

## Thank you for being part of our family.

We're sorry to see you go and wish you the very best. If you're willing to share your honest thoughts, it takes about two minutes. Every question is optional, and nothing you share will lead to a sales pitch.

How was your experience with Christian Financial Advisors?

Excellent

Good

Fair

Poor

What led to your decision?

(Select all that apply)

We wanted to keep working with the same people (our advisor or team contact changed)

We wanted more communication, or a different style of communication

We had a hard time getting things done (paperwork, online tools, scheduling)

We needed more financial planning help than we were getting

We were hoping for different investment results

We wanted to pay less in fees

We wanted all of our accounts in one place

We wanted an advisor closer to where we live

We believe what we do with our money matters more than how it's invested

We agreed with Biblically Responsible Investing in principle, but not with how it was applied (the companies screened out)

Another reason (tell us more below)

What could we have done better?

How important is it to you that your investments reflect biblical values?

Very

Somewhat

Not much

Not sure

Anything else you'd like us to know?

We'd love to stay in touch. Would it be okay if we checked in with you down the road?

We care about you as a fellow follower of Christ, whether or not you're still a client.

Yes, in about 6 months

Yes, in about a year

Yes, in a couple of years

No, thank you

Your name

(optional, so we know who to thank)

First

Last

Send Feedback

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Human page: https://christianfinancialadvisors.com/exit-survey/?vwao_human=1