Make every financial planning session more productive by gathering client information before you meet. This questionnaire captures income, assets, liabilities, financial goals, risk tolerance, and time horizon — giving advisors the context they need to arrive at the first meeting ready to plan rather than spending half the session gathering basic facts. Suitable for independent advisors, wealth management firms, and credit counseling organizations.
A financial planning questionnaire transforms the first client meeting from an information-gathering session into a genuine planning conversation. When clients complete a questionnaire before their appointment, advisors arrive already knowing the client's income, goals, risk appetite, and concerns — which means the first meeting can jump straight into strategy rather than spending 30 minutes on intake paperwork.
The quality of a financial plan is directly tied to the quality of the information it's built on. This questionnaire is designed to gather both quantitative data — income, assets, liabilities — and qualitative insight, like how clients describe their own financial situation and what specific worries keep them up at night. The open-ended concerns field often surfaces the most important planning priorities that structured questions alone would never reveal.
formformform makes it easy to send this questionnaire to new clients before their first meeting. Simply include the link in your appointment confirmation email or client onboarding sequence. All responses are stored in your dashboard and can be exported to a CSV for import into your CRM or financial planning software — no manual data entry required.
Collects current retirement savings, expected retirement age, and lifestyle goals from clients approaching retirement so advisors can model multiple income scenarios.
Gathers income, existing debt, savings, and target purchase price from prospective buyers so mortgage advisors or realtors can assess readiness and recommend next steps.
Captures children's ages, current savings, and college preference assumptions from parents so advisors can model 529 contribution strategies and expected funding gaps.
Gathers combined income, individual debts, short-term goals, and financial philosophy from couples starting their financial life together to guide joint planning conversations.
Collects business revenue, owner compensation structure, exit timeline, and personal financial goals from entrepreneurs whose business and personal finances are intertwined.
Gathers asset types, beneficiary designations, existing legal documents, and distribution wishes from clients preparing to create or update wills and trusts.
Collects monthly income, expense breakdown, and outstanding debt balances from clients seeking credit counseling to develop a debt repayment plan.
Gathers foreign income sources, residency status, tax treaty considerations, and home country ties from expatriates with cross-border financial planning needs.
Collects marital assets, liabilities, support obligations, and post-divorce income projections from individuals going through divorce to guide property settlement analysis.
Identifies philanthropic priorities, cause areas, giving capacity, and impact investing interest from high-net-worth clients to align portfolio strategy with values.
Captures student loan balances, income trajectory, lifestyle goals, and financial blind spots from recent graduates beginning their first wealth-building journey.
Gathers expected inheritance amount, tax implications, immediate liquidity needs, and long-term goals from clients who have recently or expectedly received a large windfall.
Click "Use this template" to open the financial planning questionnaire in formformform and customize it for your practice.
Adjust the risk tolerance options to match your firm's official risk classification framework if it differs from the template.
Add any compliance-required disclosures as paragraph fields — for example, a note that responses are for planning purposes only and not investment advice.
Include your firm's branding by updating the form title and intro paragraph with your name or company.
Set up email notifications so you receive each completed questionnaire before the client's scheduled appointment.
Include the form link in your appointment confirmation email so clients complete it before meeting with you.
giving clients time to gather account statements and think through their goals leads to more accurate and thoughtful answers.
clients often feel reluctant to raise sensitive topics in person; a private text field lets them share worries they might not voice in a meeting.
'Conservative' means different things to different people; pairing the label with a plain-language description ('preserve capital, minimize risk of loss') produces more reliable answers.
knowing whether a client has worked with an advisor before tells you a lot about their financial sophistication and what went wrong previously.
use approximation language ('Approximate Annual Income') to reduce anxiety around precision; rough numbers are enough to guide planning conversations.
a brief review helps you prepare specific questions and tailor the agenda to what matters most to this particular client.
Yes. You can add fields for marital status, number of dependents, existing estate documents (will, trust, power of attorney), and beneficiary designations by editing the form in formformform's form builder.
This template helps gather client information for planning conversations but is not designed as a regulatory suitability assessment. Registered investment advisors should ensure their intake process meets their specific regulatory requirements, which may require a more formal suitability questionnaire.
Absolutely. The questionnaire works well as an annual review prep form — send it a week before each client's annual planning meeting so the conversation reflects their current situation, not last year's data.
Export the submissions from your formformform dashboard as a CSV and import the relevant columns into your CRM or financial planning software. Most planning tools support CSV import for client data.
Clients can submit a new response any time using the same form link. You will receive a new submission notification each time, so you always have the most recent version in your dashboard.
Collect financial aid applications with income, need, and program details.
Collect credit applicant details, income, and purpose of credit electronically.
Formalize project and department budget requests with full financial detail.
Streamline employee expense reimbursements with structured submissions.
Collect grant applications with project details, budget, and outcomes.
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Use this template