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Financial Planning Questionnaire Form Template

Streamline Client Information Gathering with Our Financial Planning Form

If you're struggling to gather relevant financial details from clients efficiently, this template is designed for you. It helps financial advisors collect comprehensive personal, financial, and goal-oriented information, allowing you to create tailored plans that meet your clients' needs. Use it to simplify onboarding, enhance communication, and build stronger client relationships, all while ensuring compliance with data protection standards. Explore the live template to see its benefits firsthand.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
Video call
What is your age range?
Under 18
18-24
25-34
35-44
45-54
55-64
65+
What is your marital status?
Single
Married/Partnered
Separated/Divorced
Widowed
Prefer not to say
How many dependents do you support financially?
0
1
2
3
4
5+
What is your current employment status?
Employed full-time
Employed part-time
Self-employed
Business owner
Unemployed
Student
Retired
Homemaker
What is your approximate household annual income before tax?
Under $25,000
$25,000-$49,999
$50,000-$74,999
$75,000-$99,999
$100,000-$149,999
$150,000-$249,999
$250,000+
What are your current income sources?
Salary/Wages
Self-employment
Business income
Rental income
Interest/Dividends
Pension/Annuity
Social Security/Benefits
Alimony/Child support
Other
Please Specify:
Average monthly essential expenses (e.g., housing, utilities, food)
Do you follow a budget or spending plan?
Yes
No
Approximately how many months of essential expenses does your emergency fund cover?
Less than 1 month
1-3 months
3-6 months
6-12 months
12+ months
Not sure
What is your current housing status?
Rent
Own with mortgage
Own free and clear
Live with family
Other
Please Specify:
Total savings and investments (excluding home equity)
Estimated total non-mortgage debt balance
Which types of debt do you currently have?
What are your primary financial goals? Select all that apply.
Please Specify:
Target retirement age (if applicable)
Time horizon for your top goal
Under 1 year
1-3 years
3-5 years
5-10 years
10+ years
Not sure
How would you describe your investment knowledge?
None
Basic
Intermediate
Advanced
I am comfortable with short-term losses in pursuit of long-term growth
Strongly disagree
Disagree
Neither
Agree
Strongly agree
What is your primary investment objective?
Capital preservation
Income
Balanced growth and income
Growth
Aggressive growth
Which insurance coverages do you currently have?
Health
Life
Disability
Long-term care
Homeowners/Renters
Auto
Umbrella liability
None
Primary tax filing status
Single
Married filing jointly
Married filing separately
Head of household
Qualifying widow(er)
Prefer not to say
Do you work with a tax professional?
Yes
No
Which estate documents are currently in place?
Will
Revocable living trust
Power of attorney
Health care directive
Beneficiary designations
None
Preferred meeting format
In person
Video call
Phone call
No preference
I consent to be contacted regarding financial planning services
Yes
No
Type your full name to sign
Signature date
I have read and agree to the privacy policy
Yes
No
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Paper art illustration depicting a financial planning questionnaire form for FormCreatorAI article.

When to use this form

This template helps you gather the facts you need before giving advice or building a plan. Use it when meeting a new client, preparing an annual review, or after a life change like a marriage, new child, home purchase, inheritance, or approaching retirement. It centralizes goals, income, assets, debts, risk, and timelines so you can present clear next steps and set expectations. If you are onboarding, pair it with the Client onboarding questionnaire form to capture contact, preferences, and scope. For deeper number-crunching, use the Financial needs analysis form to translate responses into coverage gaps, savings targets, and retirement projections. The result: a shared, accurate picture and faster, better recommendations.

Must Ask Financial Planning Questionnaire Questions

  1. What are your top 3 financial goals, target dates, and dollar amounts?

    Specific goals with timelines and amounts turn vague wishes into plans you can cost out and prioritize. They also define tradeoffs when cash is limited.

  2. What are your household income sources, and how predictable are they?

    Knowing sources, ranges, and stability guides savings rates, emergency fund size, and insurance needs. It also informs tax planning and the right account mix.

  3. List your assets and debts with balances, interest rates, and monthly payments.

    A complete snapshot lets you map debt payoff, refinancing opportunities, and investment allocation. Payments and rates reveal quick wins that boost cash flow.

  4. What insurance coverage, emergency fund, and estate documents do you have today?

    Protection details expose gaps that can derail progress after a loss or shock. They guide priorities for coverage levels, cash reserves, and beneficiary updates.

  5. How would you feel and act if your portfolio fell 20% in a year?

    This tests risk tolerance and capacity, so you align allocation with behavior under stress. Better fit reduces panic selling and keeps you invested.

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