Free financial planning assessment template — a structured 1–5 scored review of readiness, cash flow, goals, protection and time horizon, with an auto-generated AI report. The standard scored check advisers run at the start of every engagement.
Quick answer
The standard scored check advisers run at the start of every engagement.
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 Planning Assessment is the standard scored check an adviser runs at the beginning of an engagement. Clients rate five weighted dimensions — planning readiness, cash flow, goal definition, time horizon and protection — against plain-language anchors instead of vague feelings. The platform computes a dimension profile and generates a personalised AI PDF report showing relative strengths and exposures. Reused at annual reviews, the same instrument becomes the yardstick for whether the plan actually moved the numbers.
| Template | Financial Planning Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 assessment producing a planning profile |
| Time to complete | About 10 minutes per response |
| What you get | A weighted readiness profile to open and review every engagement |
| Best for | Advisers · Review teams · Firms |
| Cost | Free to copy and customize on FormLM |
Preview the scored planning assessment and the readiness profile 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 open every engagement with a scored baseline.
Review meetings compare against last year's profile.
Teams standardise assessment quality across advisers.
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.
