Financial Planning Questionnaire Template
A free financial planning questionnaire for advisors. Prospects share goals, assets and timeline, and lead mode marks the ones worth meeting soon as hot leads.
Customize the pages and design to fit your needs.
About this template
Learn a prospect's goals, household, investable assets, retirement timeline and risk comfort before the first meeting. Lead mode marks prospects who fit your minimum and want help soon as hot leads.
Common uses
- Financial advisors and planners
- Wealth management firms
- Retirement and insurance planners
Key features
- Goals, assets and retirement timeline
- Risk comfort question
- Hot lead tagging
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone · Optional
What would you like help with?
Multiple Choice · Retirement planning, Investing, Saving for education, Paying down debt, Tax planning, Estate planning
Who is in your household?
Single Choice · Just me, Me and a partner, Me, a partner and children, Me and children
Roughly how much do you have saved and invested?
Single Choice · Under $50,000, $50,000 to $250,000, $250,000 to $1 million, Over $1 million
When do you plan to retire?
Single Choice · Already retired, Within 10 years, In 10 to 20 years, More than 20 years away
How do you feel when your investments drop?
Single Choice · I sell to avoid more losses, I wait it out, I buy more
When would you like to start working with an advisor?
Single Choice · Right away, In the next few months, Just exploring
What's your biggest money question right now?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What does a financial planning questionnaire cover?
Goals, household, savings and investments, retirement timeline, comfort with risk, timing and the client's biggest money question.
How does lead mode qualify prospects?
Prospects above your asset minimum who are near retirement and want help soon are marked hot. Those under the minimum are flagged as not a fit. Edit the ranges to match your practice.
Is this a risk tolerance questionnaire?
It includes one risk question to start the conversation. Use your firm's full risk assessment once the client signs on.