A personal finance questionnaire is a useful method to understand how to manage and plan one’s savings, expenditure investments, mortgages, loans etc. By planning ones finances properly, a person or a financial institution can analyse one’s financial position and accordingly cater to long-term or short-term requirements.

Sample Personal Finance Questionnaire:

Name: _______________________

Date of birth: _______________________

Name of Spouse: _______________________

Date of Birth: _______________________

Address: _____________________

Phone Number: ________________

Email id: _____________________________

Occupation: _________________

Name and address of employer: _____________

Occupation of Spouse: ____________

Name and address of employer: _____________

1) Do you have any children?

a) Yes

b) No

If yes, give names and age of children: __________

2) Do you have any dependents?

a) Yes

b) No

If yes, give names and age of dependents: __________

3) What is your total annual household income?

a) Less than $100000

b) $100000-200000

c) $200000-300000

d) Over $300000

4) What assets do you own?

a) House:           Value: __________

b) Recreational property:      Value: _________

c) Land:             Value: __________

d) Farm:            Value: __________

5) Please check the box next to the most appropriate answer to the list of the following questions:

a) I have outlined my financial objectives properly on paper.     Yes ?         No ?

b) I am satisfied with my current savings and investments.               Yes ?         No ?

c) I think it is important to maximise tax efficiency in one’s investment portfolio.                  Yes ?         No ?

d) I have determined how much income I can expect o retirement.    Yes ?         No ?

6) What are your financial plans for this year? ______________