Free client financial intake form template — collect personal details, dependants, assets, liabilities, insurance and goals before the first advisory meeting. Advisors walk into the first meeting with the full picture already in hand.
Quick answer
A pre-meeting fact-find that collects a client's personal and household details, assets, liabilities, existing coverage and goals into one stored profile, so advice begins from documented facts rather than memory.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
The Client Financial Intake form replaces the unstructured first meeting with one guided submission. Clients enter personal and household details, dependants, employment, assets, liabilities, existing coverage and their main financial goals, with free-text space for context an advisor would otherwise miss. Everything is stored as one organised profile per client, reusable across meetings and quick to update at annual reviews — so advice starts from documented facts, not memory.
| Template | Client Financial Intake |
|---|---|
| Category | Finance & Insurance |
| Format | Structured client intake form |
| Time to complete | About 10 minutes per response |
| What you get | A complete, standardised client profile captured before the first meeting |
| Best for | Advisers · Paraplanners · Firms |
| Cost | Free to copy and customize on FormLM |
Preview the sample intake form and the client-profile fields it collects.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Export or review the collected responses at any time.
Pick your role — see how it fits your workflow.
Advisors prepare for the first meeting from a complete documented profile.
Paraplanners receive structured client data instead of scattered screenshots and emails.
Firms standardise onboarding wording across every advisor for compliance consistency.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
