Free financial planning self-assessment template — a guided client self-check across budget, debt, saving, protection and goals that produces a scored baseline AI report. Clients rate their own planning habits before the first professional review.
Quick answer
Clients rate their own planning habits before the first professional review.
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 Self-Assessment lets clients score their own habits before any adviser meeting. Items cover day-to-day budget control, debt management, consistent saving, protection basics and goal definition, each anchored 1–5 with plain descriptions of what each rating means. Weighted scoring gives a baseline profile, and the generated AI PDF report frames where the client is strong versus exposed — turning 'I think I'm fine' into a documented starting point for real planning.
| Template | Financial Planning Self-Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Client self-scored 1–5 assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | The client's own scored planning profile to review before hiring advice |
| Best for | Clients · Advisers · Coaches |
| Cost | Free to copy and customize on FormLM |
Preview the self-assessment and the AI profile it returns.
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.
Clients self-diagnose before paying for planning.
Advisers open engagements with the client's own numbers.
Coaches measure habit change across review waves.
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.
