Free client questionnaire template for financial planning — six structured questions that surface situation, goals, constraints and priorities before any advice is given. A short, universal questionnaire that opens any planning conversation.
Quick answer
A short, universal questionnaire that opens any planning conversation.
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 is the universal opener: a deliberately short client questionnaire that works for any planning conversation — first meetings, web enquiries, referral follow-ups. Six structured items cover the client's current situation, top goal, biggest constraint, planning experience, urgency and what they expect from the engagement. Answers arrive in one consistent shape so advisers can scan a queue of prospects quickly, and each response becomes the written record of what the client said they wanted — before anything is recommended.
| Template | Financial Planning Client Questionnaire |
|---|---|
| Category | Finance & Insurance |
| Format | Short structured client questionnaire |
| Time to complete | About 10 minutes per response |
| What you get | One consistent pre-meeting profile from six structured questions |
| Best for | Advisers · Referral partners · Practices |
| Cost | Free to copy and customize on FormLM |
Preview the short six-question client questionnaire.
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.
Export or review the collected responses at any time.
Pick your role — see how it fits your workflow.
Advisers qualify web enquiries before booking.
Referral partners send one consistent intake.
Practices record stated client expectations.
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.
