# 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.

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.

Canonical: https://reuily.com/templates/financial-planning-questionnaire
Use this template: https://reuily.com/form/from-template/financial-planning-questionnaire
Collections: Marketing & Sales, Professional Services, Finance & Insurance
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, optional)
- Question 4: What would you like help with? (Multiple Choice, required). Options: Retirement planning; Investing; Saving for education; Paying down debt; Tax planning; Estate planning
- Question 5: Who is in your household? (Single Choice, required). Options: Just me; Me and a partner; Me, a partner and children; Me and children
- Question 6: Roughly how much do you have saved and invested? (Single Choice, required). Options: Under $50,000; $50,000 to $250,000; $250,000 to $1 million; Over $1 million
- Question 7: When do you plan to retire? (Single Choice, required). Options: Already retired; Within 10 years; In 10 to 20 years; More than 20 years away
- Question 8: How do you feel when your investments drop? (Single Choice, required). Options: I sell to avoid more losses; I wait it out; I buy more
- Question 9: When would you like to start working with an advisor? (Single Choice, required). Options: Right away; In the next few months; Just exploring
- Question 10: What's your biggest money question right now? (Long Text, optional)

## 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

## 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.