Please give details of all the assets you currently possess: Description of asset: ______________________________________________________, Type of asset: ____________________________________________________________, Value of asset: ___________________________________________________________. Any changes to a client’s financial and personal position and needs will affect the analyses, information and recommendations made in Plan. Client Financial Questionnaire. Financial Planning Questionnaire | Example Client | May 2020 16 Retirement & Pensions Retirement Client 1 Client 2 Desired retirement age: Required annual Describe desired today’ Is it more important /Title The CFQ is designed to cover the quantitative aspects of your finances. 1 V4.010310-TCS PRIVATE & CONFIDENTIAL FINANCIAL PLANNING QUESTIONNAIRE Client 1 Client 2 Tel No: Home Tel No: Home Work Ext Work Ext Mobile Mobile Email Email Current Address >> Although this is a But running a client survey for financial advisors isn’t straightforward. Financial Planning Questionnaire | 3 Personal Details All clients need to complete this section. ��;t�uχ�İ��C�+��+n�C�.���/���b3�Wf)ܕ�J��k&&J��, ���VJ[�n�5En��;pc�-ded4 ^����`�YI+��V�T�Ec�Y�,X*�$��R0������"H�(�҄��L��u����E)���ݍdL�9��)��㗺0P�y��KS�"Ӥ}�2IP`�8�I!MSX.�V�7$uU�� mM��=5uA��2��) ��+/U���wL^"(�A�R]����]u��-���9���Bh2Þy�1��?�V������ʊ�+n� �;ު��g��\A��?�'yUUP��U`�?e �nE1�q 2' �K��7���ɿ��+So�U,�|��ӄ7�AD��#'��D�M e�ry\�Ns.�(!���~��o�7'�. /CreationDate (D:20120522130847-07'00') If you’re going to help your clients accomplish their goals, it’s important to understand their starting point. This question is meant to be casual and you can take it wherever you want - from retirement planning, insurance coverage, to budgeting. All rights reserved. Program questionnaires collect all the information from your client required to complete the projections for the financial planning software. stream No one likes getting negative feedback, but taking the time to solicit opinions from your clients can help you do … %PDF-1.4 The Please give details of any dependents you may have: Gender: ________________________________________________________________. Send over a questionnaire so that you can quickly gain important information and understand key factors that will help you gain insight into the how you can best fit into your client's solution. %���� Mr, Mrs) Surname Given name Preferred name Gender Male … Confidential Client Questionnaire Integrated Financial Planning, P.C. /Length 5 0 R In order that we may understand your A financial planning client questionnaire can be a great tool in enabling a firm to find out what goals, plans and dreams a client has and how best to help them plan financially in order for them to be realized. How Long? A financial planning client questionnaire can be a great tool in enabling a firm to find out what goals, plans and dreams a client has and how best to help them plan financially in order for them to be realized. Client 1 Client 2 Occupation Breakdown of occupation duties (administration, manual, travel, etc) Employment status Full-time Part 1 0 obj Client: Date: The following questionnaire is a very important tool in the financial planning process. /Author Sample Financial Planning Questionnaire Example As financial planners, we help people handle their finances, achieve their financial goals, or both. Student Leadership Development Questionnaire, Employee Training Evaluation Questionnaire. Financial Planning Questionnaire (continued) Cash Flow Information (Please submit most recent tax return) Note: You may elect to provide totals only for income and expenses, however it is preferable to provide as much information as possible for The planning process starts with gathering information. b. Sample Financial Planning Client Questionnaire Your professional advisors Client 1 Bridgewealth Advisory Group, LLC is an independent financial planning firm that is committed to providing insightful planning to help our clients define and achieve their financial goals. The more we are able to know about your current financial situation and your future financial goals, the more valuable the financial plan will be to you. Financial Planning Questionnaire Name Date Page 1 of 19 Disclosure This material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. Home Phone Financial Objectives Financial fears Professional Advisors Accountant Firm Name Phone Client Authorisation for Additional Information from Other Institutions or Advisers 30 2 | Financial Planning Questionnaire This is an important and confidential document. Client Questionnaire – Page 3 If you want to supply information for this section in another format, feel free to do so. First name: ______________________________________________________________, Surname: _______________________________________________________________, Address: ________________________________________________________________, Cell phone: ______________________________________________________________, Home phone: ____________________________________________________________, Date of birth: ____________________________________________________________, Gender: _________________________________________________________________, Marital status: ____________________________________________________________. >> File detailed proof of loss , duly sworn to, with us within sixty (60) days after the discovery of loss ; If you need assistance filling out this form, please don’t hesitate to contact us. You want to get a good overview of the client’s current financial life. In the financial world, proper planning is an important aspect of this field and especially when a firm is in the business of advising clients about their finances. endobj Client Agreement issued to client: Business card issued to client: Fact find signed on: Client type: It is the means of mounting financial policies in relation to procurement, investment, and administration of funds of an industry. /ModDate (D:20120522130847-07'00') Click HERE to view and download the New Client Questionnaire. © 2017 Sample Questionnaire. F inancial planning fact finder Page 5 5. PACIFIC CREST FINANCIAL ADVISORS, LLC PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE We are pleased to offer you the opportunity to meet with us on a no-obligation basis. New Clients are encouraged to complete as much as they can of the forms below. FINANCIAL PLANNING QUESTIONNAIRE Any financial plan, advice or recommendations will be based on the information you provide. 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