Financial Planning Questionnaire

Financial Planning Questionnaire — Form Fields

This finance template includes 8 fields. Gather client financial information to prepare a comprehensive personal or business financial plan. Used by financial advisors and planners during onboarding. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Email Address (email, required)
• Annual Household Income (dropdown selection, required) — options: Under $50,000, $50,000 – $100,000, $100,000 – $250,000, $250,000 – $500,000, Over $500,000
• Primary Financial Goal (multiple choice, required) — options: Retirement Planning, Buying a Home, Education Funding, Wealth Accumulation, Debt Reduction
• Risk Tolerance (dropdown selection, required) — options: Conservative, Moderate, Aggressive
• Current Savings / Investments ($) (number, optional)
• Current Accounts / Assets (checkboxes, optional) — options: 401(k) or IRA, Brokerage Account, Real Estate, Business Ownership, Life Insurance Policy
• Additional Financial Concerns (long text, optional)