Free goals priority assessment template — rank competing financial goals by urgency, impact, funding gap and consequence of delay, and generate a sequenced priority map. Resolves 'everything is a priority' into one agreed order.
Quick answer
Resolves 'everything is a priority' into one agreed order.
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.
Most clients have five goals and one budget. The Goals Priority Assessment scores each stated goal — retirement, home, education, protection, business, legacy — on urgency, life-stage impact, funding gap and consequence-of-delay, then produces a weighted priority ranking. The AI PDF report shows the recommended sequence and which goals conflict for the same capital, giving advisers a defensible basis for the first allocation conversation.
| Template | Goals Priority Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 goals assessment with a ranked AI report |
| Time to complete | About 10 minutes per response |
| What you get | A score-ranked priority order across a client's competing goals |
| Best for | Planners · Clients · Advisers |
| Cost | Free to copy and customize on FormLM |
Preview the goals priority assessment and the ranked AI output 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.
Planners resolve conflicting goals with scores, not opinion.
Clients agree one priority order before allocating money.
Advisers revisit annual reviews against last year's ranking.
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.
