Financial Planning Questionnaire Template

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A financial planning questionnaire is the structured intake advisors rely on when a new client relationship begins or a major life event demands a strategy reset. It captures income, liabilities, assets, and goals in one pass — replacing ad hoc discovery calls with a consistent, repeatable process. Unlike a general client intake form, this template is purpose-built for wealth and investment conversations.

Use Cases

  • A new advisory client has booked their first strategy session and needs to submit financial background details at least 48 hours before the meeting so the advisor can prepare tailored recommendations.
  • A returning client's circumstances have shifted — a recent inheritance, job change, or divorce — and the advisor needs updated figures before revisiting the existing financial plan.
  • A wealth management firm is standardizing its onboarding process across multiple advisors and needs one consistent questionnaire to replace the informal discovery calls happening today.

Ideal For

  • Financial advisors and independent planners who manage ongoing client portfolios and need structured intake data before every planning session.
  • Wealth management associates responsible for gathering client information and preparing briefing documents ahead of senior advisor meetings.
  • Financial coaches and consultants who work with individuals on budgeting, debt reduction, or retirement readiness and need a repeatable discovery process.

FAQs about Financial Planning Questionnaire

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