Financial Needs Analysis Questionnaire
With the current difficult economic times it is important for all individuals to practice good economics and one of the ways to do this is through a financial needs analysis. Financial needs analysis enables you to outline, analyze and evaluate all your financial needs in order cut back on luxuries and focus on necessities. Proper financial planning requires that you carry out a financial needs analysis. The questions in a financial needs analysis are pretty clear cut and are easy to respond to. They enable a financial analyst to determine what your financial needs are and which you can eliminate.
Sample Financial Needs Analysis
Client’s details:
First name: ______________________________________________________________
Middle name: ____________________________________________________________
Last name: ______________________________________________________________
Gender: _________________________________________________________________
Date of birth: ____________________________________________________________
Occupation: _____________________________________________________________
Dependant’s details:
First name: ______________________________________________________________
Middle name: ____________________________________________________________
Last name: ______________________________________________________________
Gender: _________________________________________________________________
Date of birth: ____________________________________________________________
Occupation: _____________________________________________________________
First name: ______________________________________________________________
Middle name: ____________________________________________________________
Last name: ______________________________________________________________
Gender: _________________________________________________________________
Date of birth: ____________________________________________________________
Occupation: _____________________________________________________________
First name: ______________________________________________________________
Middle name: ____________________________________________________________
Last name: ______________________________________________________________
Gender: _________________________________________________________________
Date of birth: ____________________________________________________________
Occupation: _____________________________________________________________
Client’s financial details:
Gross monthly income: ____________________________________________________
Minus:
Income tax: ______________________________________________________________
Utility bills: _____________________________________________________________
Car loan repayments: ______________________________________________________
Car insurance: ___________________________________________________________
Mortgage or rent: _________________________________________________________
Health insurance: _________________________________________________________
Personal insurance: _______________________________________________________
Clients expense details:
Type of expense: _________________________________________________________
Cost of expense: __________________________________________________________
Type of expense: _________________________________________________________
Cost of expense: __________________________________________________________
Type of expense: _________________________________________________________
Cost of expense: __________________________________________________________
Details of assets:
Type of asset: ____________________________________________________________
Cost of asset: ____________________________________________________________
Value of asset: ___________________________________________________________
Amount saved each month: _________________________________________________
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Category: Finance Questionnaire
