Free planning intake form template — a fast client pre-meeting form capturing situation, need, urgency and meeting preferences so advisers qualify and prepare in one step. The light pre-meeting intake that qualifies before the deep fact-find.
Quick answer
The light pre-meeting intake that qualifies before the deep fact-find.
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 Intake Form is the light first touchpoint: current life situation, what prompted the enquiry, the specific need or decision on the table, urgency, rough financial scale and meeting logistics. It qualifies whether the prospect fits the practice before any deep fact-find, and gives the adviser enough context to prepare a relevant first conversation. The field set is deliberately short — full data capture happens later in the assessment family.
| Template | Financial Planning Intake Form |
|---|---|
| Category | Finance & Insurance |
| Format | Structured client intake form |
| Time to complete | About 10 minutes per response |
| What you get | A qualified, structured enquiry that routes to the right adviser |
| Best for | Front offices · Advisers · Practices |
| Cost | Free to copy and customize on FormLM |
Preview the intake form and the qualifying questions it asks.
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.
Front offices qualify enquiries without calls.
Advisers prepare each first meeting from real context.
Practices track which needs drive inbound demand.
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.
