Financial Planning Client Questionnaire


In the financial world, proper planning is an important aspect of this field and especially when a firm is in the business of advising clients about their finances.  A financial planning client questionnaire can be a great tool in enabling a firm to find out what goals, plans and dreams a client has and how best to help them plan financially in order for them to be realized.

Sample Financial Planning Client Questionnaire

First name: ______________________________________________________________

Surname: _______________________________________________________________

Address: ________________________________________________________________

Cell phone: ______________________________________________________________

Home phone: ____________________________________________________________

Date of birth: ____________________________________________________________

Gender: _________________________________________________________________

Marital status: ____________________________________________________________

Please give details of any dependents you may have:

First name: ______________________________________________________________

Surname: _______________________________________________________________

Gender: ________________________________________________________________

Date of birth: ____________________________________________________________

First name: ______________________________________________________________

Surname: _______________________________________________________________

Gender: ________________________________________________________________

Date of birth: ____________________________________________________________

First name: ______________________________________________________________

Surname: _______________________________________________________________

Gender: ________________________________________________________________

Date of birth: ____________________________________________________________

Please give details of your current financial status:

Monthly income: _________________________________________________________

Less:

Tax paid: _______________________________________________________________

Rent or mortgage paid: _____________________________________________________

Car expenses: ____________________________________________________________

Utility bills: _____________________________________________________________

Please give details of all the assets you currently possess:

Description of asset: ______________________________________________________

Type of asset: ____________________________________________________________

Value of asset: ___________________________________________________________

Description of asset: ______________________________________________________

Type of asset: ____________________________________________________________

Value of asset: ___________________________________________________________

Please list some of your financial objectives:

Objective: _______________________________________________________________

Time period: _____________________________________________________________

Objective: _______________________________________________________________

Time period: _____________________________________________________________

Objective: _______________________________________________________________

Time period: _____________________________________________________________

Any additional comments:

________________________________________________________________________________________________________________________________________________

Category: Finance Questionnaire

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