Free financial assessment template — score risk tolerance, cash flow, goals, time horizon and protection on five weighted dimensions, and deliver a personalised AI report. One ten-minute assessment gives a full health profile across five dimensions.
Quick answer
One ten-minute assessment gives a full health profile across five dimensions.
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 Financial Health Assessment gives advisers a repeatable diagnostic across the five pillars that decide whether a plan will work: risk tolerance, cash flow, goal clarity, time horizon and protection. Respondents rate each pillar 1–5; weighted scoring produces a balanced profile rather than a single headline number, and the auto-generated AI PDF report explains strengths, weak pillars and suggested next steps in plain language. A QR code on the report opens an AI consultant trained on the topic for follow-up questions.
| Template | Financial Health Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 assessment with a personalised AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A five-dimension health profile and an auto-written AI report the client can keep |
| Best for | Independent advisers · Agencies and firms · Annual review cycles |
| Cost | Free to copy and customize on FormLM |
Preview the sample form and the personalised five-dimension AI report it produces.
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.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Advisers diagnose five pillars in one ten-minute session.
Clients receive a health profile they keep and understand.
Teams compare assessment waves across review cycles.
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.
