Free financial planning assessment with automatic AI PDF report — score five weighted dimensions, generate a personalised deliverable and open an AI consultant chat. The response becomes a branded, printable deliverable the client keeps.
Quick answer
The response becomes a branded, printable deliverable the client keeps.
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 flagship version of the planning assessment: respondents complete a structured, weighted 1–5 assessment across planning readiness, cash flow, goals, time horizon and protection, and the platform immediately generates a personalised AI PDF report — scored charts, plain-language interpretation and suggested next steps. A QR code on the report opens an AI consultant chat trained on the topic. Advisers get a professional deliverable per response instead of a spreadsheet row.
| Template | Financial Planning Assessment + AI Report |
|---|---|
| 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 branded, printable AI report the adviser can hand to the client |
| Best for | Advisers · Agencies · Prospects |
| Cost | Free to copy and customize on FormLM |
Preview the assessment and the branded AI report it delivers to the client.
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 turn every assessment into a keepable deliverable.
Agencies standardise report quality across all consultants.
Prospects experience a professional output before buying.
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.
