Confidential Financial Planning Questionnaire

A confidential financial planning questionnaire is an effective tool to get the information of an interested party but keep the information confidential. Many people seek financial advice from firms which specialises in this, but due to various reasons they would want to keep their financial details confidential. A confidential financial planning questionnaire helps to know whatever is necessary to plan a client’s finances then record it confidentially.

Sample Confidential Financial Planning Questionnaire:

Name: _______________________

Gender: ______________

Date of Birth: ________________

Address: ______________

Phone Number: ________________

Email id: _____________________________

Marital Status: ____________

1) What is the name of your employer? ____________

2) Please specify the address and phone number: _____________

3) What is your retirement age? __________

4) What is your job position and briefly describe your job responsibilities? ___________

5) Do you have any dependent children?

a) Yes

b) No

5) If you answered yes to the above question, please give details of their age and approximate monthly expenditure on each child. _________________

6) Have you kept any amount for their fund?

a) Yes

b) No

7) Do you have any amount in mind? Please mention _________

8) Please mention the assets you won and the total value of each asset.

a) House            Value_______

b) Land              Value_____

c) Others           Value ______

9) Have you taken any loans? If yes please mention the amount taken and amount due. ____________

10) Please mention any other financial liability that you have, like mortgages etc. ________

11) What are your personal monthly expenses? __________

12) What are your retirement sources of income and what is the monthly amount? _________

Category: Finance Questionnaire

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