Phone #: (607) 275-1275
Fax #: (607) 275-1276
Address: 944 Dryden Road
Ithaca, New York 14850

Please fill out this form in it's entirety by answering all questions.

If you are unsure about the answer to any of the questions, simply choose the answer that most closely resembles your choice.
When complete, please click on the submit button on the bottom of the page. A copy of the report submitted to The Strebel Planning Group will also be sent to you.

Financial Satisfaction Survey

  Not Satisfied
Somewhat Satisfied
Moderately Satisfied
Quite Satisfied
Very Satisfied
I am satisfied... 1 2 3 4 5
1) ...with my ability to meet my financial obligations.
2) ...with the income my current job or career provides me.
3) ...with my spending habits.
4) ...with the level of debt I carry.
5) ...with the "extras" that I am able to buy for myself and/or loved ones.
6) ...with the level and quality of insurance protection I currently have.
7) ...with the amount of money that I save and invest on a regular basis.
8) ...with my current investment choices.
9) ...that I am on track to build a sufficient retirement nest egg.
10) ...with the level of employee benefits I receive.
11) ...with my style of personal bookeeping and financial record management.
12) ...with my ability to provide financial help to family members.
13) ...with my estate plan.
14) ...with my level of charitable giving.
15) ...with the level of financial education I have attained.
16) ...with how I respond emotionally to my personal finance issues.
17) ...with my ability to communicate about my financial matters.
18) ...with the feelings I have about my money life.
19) ...that financial issues do not cause stress or strain in the relationships that are important to me.
20) ...with the working relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).

Personal Information:

A value is required.

A value is required.

A value is required.Invalid format.


New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2019

Website Redesign by Flourish Design Studio Inc, Ithaca, NY