Free financial planning client intake form — a household fact-find capturing family details, income, assets, insurance and objectives so advisers can prepare a plan before the first meeting. Structured intake data your whole practice can reuse at every review.
Quick answer
Structured intake data your whole practice can reuse at every 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 Client Intake Form for Financial Planning standardises what every new client submits before planning begins: household composition, employment and income structure, major assets and liabilities, existing insurance and pension provision, and the objectives that triggered the search for advice. Each field is editable so firms match their own fact-find template, and every submission becomes a dated client record that paraplanners and advisers can reopen at annual reviews instead of rebuilding the picture from scratch.
| Template | Client Intake Form for Financial Planning |
|---|---|
| Category | Finance & Insurance |
| Format | Structured household fact-find intake form |
| Time to complete | About 10 minutes per response |
| What you get | Complete, standardised fact-find data captured before the first meeting |
| Best for | Advisers · Paraplanners · Practices |
| Cost | Free to copy and customize on FormLM |
Preview the household intake form and the fact-find fields it collects.
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.
Advisers receive complete fact-find data before the first meeting.
Paraplanners draft plans directly from structured intake records.
Practices keep one consistent intake standard per client.
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.
