Financial Advisor Client Intake Form
Financial Advisor Client Intake Form
Please complete this form to help us understand your financial situation and goals, so we can offer tailored advice.
Personal Information
Name
Date of Birth
Address
Phone number
Marital Status
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Single
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Married
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Divorced
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Widowed
Number of Dependents
Employment Information
Occupation
Employer
Annual Income
Additional Income Sources (if any)
Financial Information
Total Assets
Total Liabilities
Current Savings
Investments
e.g., stocks, real estate
Debts
e.g., mortgages, loans, credit cards
Investment Preferences
Risk Tolerance
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Conservative
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Moderate
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Aggressive
Investment Goals
Check all that apply.
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Retirement
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Education
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Home Purchase
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Insurance Information
Life Insurance
Health Insurance
Beneficiaries
Estate Planning
Do you have a will?
Do you have a trust?
Tax Information
Current Tax Bracket
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Low
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Medium
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High
Tax Concerns (if any)
Financial Goals
Short-Term Goals (1-5 years)
Long-Term Goals (5+ years)
Major Future Expenses
e.g., college, home purchase
Additional Notes or Comments
Client
Name:
Date:
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