Financial planning questionnaire template
This five-step financial planning questionnaire asks the client’s primary goal, their saving habits, their risk tolerance and anything else they want to share, followed by the contact details. Clone it into your Growform account and add income bands.
What the form asks, step by step
The questions cover goals, habits and attitude to risk, which are the topics a planner opens a first meeting with. None of them asks for account balances.
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Step 1: “What’s your primary financial goal?”
A house, early retirement, education or wealth each lead to a different plan.
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Step 2: “How would you describe your current saving habits?”
Honest answers here show how much coaching the client will need.
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Step 3: “What’s your risk tolerance level?”
Four plain-language options translate risk appetite without financial jargon.
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Step 4: More information
An open box lets clients describe debts, timelines or family plans.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Change the thank-you text to explain how the first meeting works and whether it is free.
Who it’s for
Financial planners, independent advisers and planning firms use this template to qualify new clients before a discovery meeting. It works as a financial planning intake form that people are comfortable completing, because it asks about goals and attitudes rather than assets. The answers tell you which kind of plan to prepare and how to pitch the first conversation. The financial advisor template takes a similar approach for broader advice.
Why this structure converts
- The first question is about a goal the client cares about, which makes the form feel personal from the start.
- Risk options are written in everyday words, so clients choose confidently without knowing investment terms.
- No question asks for figures, which removes the most common reason people abandon a financial form.
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Make it yours
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Add income and asset bands
If you have minimum account sizes, add banded questions for income or investable assets so you can route smaller clients to a different service.
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Ask about timeframe
A question such as “When do you want to reach this goal?” helps you separate short-term savers from long-term planners.
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Book the meeting after submit
Redirect clients to your scheduling page after they submit so the discovery meeting is booked while interest is high.
Frequently asked questions
What questions are on a financial planning questionnaire?
A first questionnaire covers goals, saving habits and risk tolerance. Detailed income, assets and liabilities are usually collected later in a fact-finding meeting.
Is this financial planning form suitable for compliance records?
It records what the client told you at first contact. Your full suitability assessment and disclosures should still follow your firm’s regulated process.
Can answers go into my advisor CRM?
Yes. Growform sends submissions to Wealthbox, Redtail, HubSpot and other CRMs, with each answer mapped to a field.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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