Personal Financial Planning Questionnaire
Personal financial planning questionnaire is quite effective to know about the basic points required to formulate a neat plan involving management of personal finances. It is essential to organize the personal financial resources into pockets that would generate a sustaining return by minimizing the market risks. The future of the concerned person needs to be secured and in order to do so he/she needs to streamline the financial resources that he/she has and for this personal financial planning questionnaire is used.
Personal financial planning questionnaire sample
Name: ______________
Organization of employment: _____________ (please mention whether working or retired ____)
Mobile no: ____________
Email: _________
Contact address: _____________
Q1. Please tell about your annual income and tax returns.
____________
Q2. Are you aiming to invest in the stock market?
- Yes
- No
Q3. Do you have/planning to have children?
- Yes
- No
Q4. Are you aiming to buy a real estate property?
- Yes
- No
Q5. Will you consult a personal financial manager to manage your funds?
- Yes
- No
Q6. What kind of return do you want from your investment?
- Short-term
- Mid-term
- Long-term
- Any combination of the above options
Q7. Are you aware of the general statutory regulations in cases of managing personal finances?
- Yes
- No
Q8. Are you considering Gold as an option to invest?
- Yes
- No
Q9. How many bank saving accounts do you have?
- None
- One
- Two
- More than two
Q10. Do you expect to inherit wealth of any nature?
- Yes
- No
Category: Planning Questionnaire