Free Client Satisfaction Survey for Financial Planning

Quick answer

Post-engagement feedback in a form clients actually finish.

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.

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About this template

The post-engagement counterpart to the scored assessment: a short survey clients complete after a plan delivery or annual review. It captures satisfaction per service area, likelihood to recommend, perceived progress against the plan's goals and free-text feedback on what to keep or change. Because it runs at the same point in every engagement, responses aggregate into comparable waves — evidence of where the planning process genuinely helps and where it merely adds administration.

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Template at a Glance

Template	Client Satisfaction Survey (Financial Planning)
Category	Finance & Insurance
Format	Structured service-satisfaction survey
Time to complete	About 10 minutes per response
What you get	Consistent ratings and comments you can compare across engagements
Best for	Planners · Firms · Advisers
Cost	Free to copy and customize on FormLM

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What's Included

Everything you need to run this template.

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Structured, ready-to-use fields

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Customizable fields

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1-click copy to workspace

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Edit and reuse anytime

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How It Works

From copy to deliverable in four steps.

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Use This Template

Copy the form and its scoring, report and branding settings into your FormLM workspace — free.

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Customize

Adjust fields, options and dimensions to match advisers and insurance professionals.

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Share and collect

Send the link or QR; every response is captured automatically.

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Review and act

Export or review the collected responses at any time.

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Who Is This For

Pick your role — see how it fits your workflow.

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Individual practitioners

Planners close every engagement with feedback.

2

Teams & agencies

Firms compare satisfaction across plan types and vintages.

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Founders & freelancers

Advisers learn which plan features clients value most.

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Key Features

What makes this template work as a professional deliverable.

Structured, ready-to-use fields
Customizable fields
1-click copy to workspace

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

Overall satisfaction with this engagement (1–5)
Rate the planning process: clarity, pacing, usefulness (1–5 each)
How confident are you that the plan will work? (1–5)
How likely are you to recommend us? (0–10)
What progressed since we last reviewed? (open)
What should we do differently next cycle? (open)

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Frequently Asked Questions

What is the Client Satisfaction Survey (Financial Planning) template?

It is a free, ready-to-use template for financial advisers and insurance professionals.

When should this survey be sent?

Right after plan delivery or the review meeting, while the experience is concrete — a link or QR on the closing email works well.

Is it different from the satisfaction assessment?

The assessment scores an ongoing relationship across dimensions; this survey measures one completed engagement or review cycle.

Can results be compared year over year?

Yes — identical question structure across waves makes responses directly comparable.

Which aspects of service does it rate?

Responsiveness, advice quality, reporting and overall outcomes, so feedback points to a specific part of the service rather than one vague score.

Should it go to every client?

Yes — sending it at each engagement close or review builds a comparable picture of satisfaction across plan types and advisers.

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Related templates in this category

Client Financial Intake Goals Planning Workshop Registration Client Intake Form for Financial Planning Budget Questionnaire Investor Registration Form KYC & Client Consent Form