Financial Planning Questionnaire
When an individual intends to seek financial advice, the advisor needs to know if the individual has tried some planning and failed prior to seeking help. This allows the advisor to gauge the client’s commitment in the assistance that he will get. He knows that the client needs to believe in him/herself before admitting that they require help. A financial planning questionnaire is used to achieve this. This questionnaire tends to help the advisor understand in what area that he will offer his/her help. He is able to know the intricate details that the individual keeps to themselves like how much they earn and how they spend their money, in order to show them how to plan. Here is a sample questionnaire.
How much do you save every month? (Tick the appropriate answer)
Less than 10 percent_______
More than 40 percent_______
Do you ever use your savings?
Yes, they are mine_______
Once in awhile_______
How long do you intend on saving?
More than 15 years_______
How do you make sure you save every month?
I am committed_______
My accountant helps me_______
Have you thought of investing your savings?
If yes, have you thought of investing in__?
What do you plan to do with your savings?
Buy a car_______
Buy a house_______
Put my children through University_______
Start a business_______
Does your income have an impact on how much you save?
It does in a great way_______
It does but the impact is minimal_______
No it does not_______
If I do not earn I do not save_______
Category: Finance Questionnaire