Free goals self assessment template — clients rate clarity, progress, funding, timelines and review habits across five dimensions and get a personalised AI report. A five-minute self-check that shows which goals are real and which are wishes.
Quick answer
A five-minute self-check that shows which goals are real and which are wishes.
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 Goals Self Assessment is a quick, honest self-check clients complete before advisory work begins. It rates goal clarity, measurable progress, funding alignment, realistic timelines and review habits on weighted 1–5 anchors, producing a five-dimension profile rather than a single score. The personalised AI PDF report interprets where goals are well-formed and where they are vague, and a QR code opens an AI consultant — so the adviser meeting starts from the client's own acknowledged gaps.
| Template | Goals Self Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Client-scored 1–5 goals assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A goal-health profile showing which goals need re-scoping |
| Best for | Clients · Advisers · Coaches |
| Cost | Free to copy and customize on FormLM |
Preview the goals self-assessment and the AI report that scores each goal.
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 audit their own goal discipline before hiring advice.
Advisers identify which goals need re-scoping, not more funding.
Coaches track goal health scores between sessions.
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.
