Free Financial Advisor Client Intake Form Template
Financial Advisor Client Intake Form
Please complete this form to help us understand your financial situation and goals for personalized advice.
Personal Information
Name
Date of Birth
Address
Phone number
Employment Information
Occupation
Employer Name
Annual Income
Financial Goals
What are your primary financial goals? (e.g., retirement, home purchase, education, etc.)
Assets & Liabilities
Total Savings
Total Investments
Other Assets
Total Liabilities/Debt
Retirement & Insurance
Do you have any retirement plans?
Do you have life insurance?
Any other types of insurance?
e.g., health, disability
How would you describe your risk tolerance?
-
Low
-
Medium
-
High
Any other financial details you’d like to share or discuss?
Client
Name:
Date:
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