Free goals-based planning assessment — score goal clarity, prioritisation, funding, timelines and trade-offs, then generate an AI report sequencing a client's goals. Ends with a ranked goal map the client and adviser can agree on.
Quick answer
Ends with a ranked goal map the client and adviser can agree on.
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 goals-focused variant assesses not money but the objectives money should serve. Respondents score goal clarity, written specificity, funding alignment, realistic timelines and their ability to trade one goal against another on 1–5 anchors. The weighted result becomes a goal-mapping profile, and the AI PDF report sequences the goals — what is fundable now, what needs re-scoping, what competes for the same capital — so the planning engagement starts from an agreed priority stack.
| Template | Goals-Based Planning Assessment + AI Report |
|---|---|
| Category | Finance & Insurance |
| Format | Goals-focused scored assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A ranked goal map showing which goals are fundable at the client's current savings rate |
| Best for | Planners · Clients · Families |
| Cost | Free to copy and customize on FormLM |
Preview the goals-based assessment and the AI report that ranks each goal.
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.
Planners open goal-based engagements with a ranked goal map.
Clients see which goals are fundable at their current savings rate.
Families align on priorities before allocating money.
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.
