Free financial-position assessment — score assets, liquidity, debt, income structure and protection, then generate an AI report on the client's balance-sheet health. A balance-sheet view of planning readiness, delivered as a printable report.
Quick answer
A balance-sheet view of planning readiness, delivered as a printable report.
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 position-focused variant scores the measurable side of planning readiness: asset base, liquidity depth, debt load and quality, income structure stability, and protection coverage. Each dimension is rated 1–5 against defined anchors, and the weighted score produces a financial-position profile. The AI PDF report interprets which structural factors most limit the client's options — for example liquidity concentration or debt service weight — giving advisers an evidence-based starting point.
| Template | Financial Position Assessment + AI Report |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 position assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A financial-position profile showing which structural factors limit options |
| Best for | Wealth advisers · Business owners · Mortgage specialists |
| Cost | Free to copy and customize on FormLM |
Preview the position assessment and the AI balance-sheet report 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.
Wealth advisers review balance-sheet structure before strategy.
Business owners separate company and personal position clearly.
Mortgage and protection specialists quantify capacity first.
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.
