Free client-facing planning assessment — the client completes the scored self-assessment and receives the personalised AI report directly, ready to discuss with their adviser. Client-friendly wording and a report the client can read and keep alone.
Quick answer
Client-friendly wording and a report the client can read and keep alone.
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.
This client-facing variant is written for the client to complete without adviser accompaniment. Questions use plain, non-technical wording across the five planning dimensions; after scoring, the client receives the personalised AI PDF report directly and can review it at their own pace. The report ends with the questions worth raising with their adviser — turning a private self-check into a prepared, two-sided conversation instead of a cold meeting.
| Template | Client Financial Planning Assessment + AI Report |
|---|---|
| Category | Finance & Insurance |
| Format | Client-facing scored assessment with an AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalised report the client completes and keeps before any meeting |
| Best for | Clients · Advisers · Relationship managers |
| Cost | Free to copy and customize on FormLM |
Preview the client self-serve assessment and the AI report it returns.
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.
Clients self-diagnose before paying for advice.
Advisers meet prepared clients with written priorities.
Relationship managers re-engage dormant clients with a fresh report.
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.
