Beta Feedback Survey — Clarity Road Financial

The intake form

Help us understand whether the form was accessible for people at all levels of financial comfort.

Q1How easy was the intake form to complete overall?

Very difficultVery easy

Q2How comfortable were you with the level of financial detail we asked for?

1 — Very uncomfortable — I didn't know many of the answers 2 — Somewhat uncomfortable — some questions were unfamiliar 3 — Neutral 4 — Fairly comfortable — I knew most of what was asked 5 — Very comfortable — all questions were straightforward

Q4Was anything in the form confusing or unclear? (optional)

Your report

Help us understand how well the report delivered clarity — both on your financial picture and your life vision.

Q5How clear and easy to read was your report overall?

Very difficult to understandVery clear and easy to read

Q6Did the report feel accurate and relevant to your specific financial situation?

Q6bWhich section felt least accurate or most off?

Q7Did the report address your vision for your financial future — not just the numbers, but what you want your life to look like in retirement?

Yes, it captured it well Somewhat Not really I didn't provide a rich life vision in the form

Value, trust & delivery

Help us validate pricing, delivery speed, and privacy confidence.

Q11Did you feel confident that your financial data was private and secure?

Not at all confidentVery confident

Q12Even though you received this report as part of our beta program — knowing the standard price is $129.99 for the initial report, with a free 7-day refresh and renewals available at $64.99 — how would you describe the value?

Excellent value — I'd pay this without hesitation Good value — fair price for what I received Borderline — not sure it's worth it at that price Too expensive for what I received

Q12bAfter reading your delivery email, were you aware that you can update your inputs within 7 days at no charge?

Yes, and I plan to use it Yes, but I probably won't need it I wasn't aware of this Not applicable

Missing or broken

This section catches things we don't know about yet. Be as specific as you can.

Q13Was anything missing from your report that you expected to see? (optional)

Q14Did you encounter any errors, broken sections, or anything that didn't work as expected? (optional)

★

Founding question

The reason this product exists.

This is the most important question we ask.

Q19After reading your report, do you feel more confident and better equipped to make decisions about your financial future?

Yes, significantly — I have a much clearer picture now Yes, somewhat — it helped but I still have questions Not sure Not really No

Please answer this question before submitting.

Q20In your own words — what did this report give you that you didn't have before?

Think about what you knew before you read this report versus after. What changed?

Thank you for taking the time.

Your feedback goes directly to our founder and shapes every future improvement to this product. We read every single response.

Your email (optional — only if you'd like a follow-up)

You may share my response to Q20 anonymously in your marketing materials. I understand my name will not be used without my explicit permission.

Responses are stored securely and never shared with third parties.

✓

Thank you — genuinely.

Your feedback goes directly to our founder and is read carefully. It shapes every improvement we make to this product. We're grateful you took the time.

7-Day Free Refresh

If anything in your report needs updating — a balance that changed, a number you want to correct — you have one free refresh within 7 days. Just go to clarityroadfinancial.com/refresh, enter your email, and follow the prompts. No code needed.

Your Free Renewal Code

When life changes — a new job, a paid-off debt, a market shift — come back for a fresh picture. Your beta renewal code (the FR code from your invite email) gives you a completely free renewal. No expiry — use it whenever the time feels right. Go to clarityroadfinancial.com/refresh and apply it at checkout.

Questions or Follow-up

Reply directly to your report delivery email, or reach us at questions@clarityroadfinancial.com. We read everything.

Know someone who could use a clearer picture of their financial future? Share clarityroadfinancial.com/beta — beta access is still available.

Your honest take shapes everything.

Thank you — genuinely.