Free Financial Advisor Survey Form Template
Financial Advisor Survey Form
Please take a moment to complete this survey to help us better understand your financial needs and preferences.
Name
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
Financial Goals
What are your primary financial goals?
Check all that apply.
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Retirement Planning
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Saving for Education
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Buying a Home
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Investment Growth
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Debt Reduction
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What is your ideal retirement age?
Do you have any specific short-term goals?
e.g., buying a car, vacation, etc.
Annual Household Income (Approximate)
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Under $50,000
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$50,000 - $100,000
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$100,000 - $150,000
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Over $150,000
Do you currently have any significant debts?
If yes, please briefly describe:
Do you have any current investments?
If yes, please list types of investments
Current Savings/Retirement Accounts
e.g., 401k, IRA, etc.
How would you describe your risk tolerance for investments?
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Conservative (low risk)
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Balanced (medium risk)
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Aggressive (high risk)
Do you have any life insurance policies?
Do you have a will or trust in place?
Are there any specific areas where you need guidance or have concerns?
Do you have any specific questions for your financial advisor?
Thank you for your submission!
We appreciate you taking the time to submit.
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