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?

  1. Yes
  2. No

Q3. Do you have/planning to have children?

  1. Yes
  2. No

Q4. Are you aiming to buy a real estate property?

  1. Yes
  2. No

Q5. Will you consult a personal financial manager to manage your funds?

  1. Yes
  2. No

Q6. What kind of return do you want from your investment?

  1. Short-term
  2. Mid-term
  3. Long-term
  4. Any combination of the above options

Q7. Are you aware of the general statutory regulations in cases of managing personal finances?

  1. Yes
  2. No

Q8. Are you considering Gold as an option to invest?

  1. Yes
  2. No

Q9. How many bank saving accounts do you have?

  1. None
  2. One
  3. Two
  4. More than two

Q10. Do you expect to inherit wealth of any nature?

  1. Yes
  2. No

Category: Planning Questionnaire

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