A client financial planning intake form gives an adviser the full financial picture before the first planning session. Instead of drawing out sensitive details over several meetings, you capture the client’s goals, income, assets and liabilities up front — so you arrive already understanding their situation and can make that first conversation genuinely valuable.
It captures the client’s primary financial goal with room to specify, their approximate annual income, total assets and total liabilities, and the financial services they’re interested in. A field for anything else you should know, plus contact details, complete a picture you can build a plan around.
Customize the goals and services to match your practice, restyle it in your brand colors, and embed it on your site so clients arrive fully profiled.
