About this template
A professional Financial Coaching Intake Form designed for financial advisors, wealth planners, and money coaches to onboard new clients effectively. This comprehensive template gathers crucial initial data including client contact details, current financial goals, income sources, and a detailed breakdown of monthly expenses such as housing, utilities, debt payments, and savings.
By collecting standardized financial data upfront, coaches can review a client's overall financial health before the first session. This allows sessions to focus immediately on strategy and goal-setting rather than basic data gathering. The form helps clients visualize their cash flow and gives coaches a clear starting point for budgeting interventions and debt management plans.
Built for seamless integration with Google Workspace, this template lets you collect and organize client responses automatically into a connected Google Sheet. Whether you run a private coaching practice or a financial advisory firm, streamline your client onboarding process and start every engagement with complete clarity.
Key features
- Capture complete client background and contact details
- Gather detailed monthly income and expense breakdowns
- Identify core financial goals and debt obligations
- Organize all client submissions automatically in Google Sheets
- Fully customizable to match your specific coaching framework
Use cases
- Onboarding new 1-on-1 personal finance coaching clients
- Pre-session assessments for debt reduction workshops
- Initial financial health checkups for wealth advisory practices
- Budgeting program applications and participant screening
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send session notes and meeting links?
- Phone Number (Short answer)Include your area code.
- Month (Dropdown)Choose the month you are reporting on.
- Year (Short answer)Enter the four-digit year (e.g., 2026).
- Total Monthly Income (Short answer)Enter your combined net monthly income from all sources.
- Housing (Short answer)Monthly rent, mortgage, and property taxes.
- Utilities (Short answer)Electricity, water, gas, internet, and trash.
- Food & Groceries (Short answer)Supermarket purchases and dining out.
- Transportation (Short answer)Car payments, fuel, public transit, and rideshares.
- Debts & Loans (Short answer)Credit cards, student loans, personal loans, etc.
- Savings & Investments (Short answer)Monthly contributions to emergency funds, retirement, or investments.
- Insurance & Healthcare (Short answer)Health, auto, home, and life insurance premiums plus medical out-of-pocket costs.
- Charity & Giving (Short answer)Donations and tithes.
- Clothing & Personal Care (Short answer)Apparel, haircuts, cosmetics, and gym memberships.
- Recreation & Entertainment (Short answer)Subscriptions, hobbies, travel, and outings.
- What is your primary financial goal? (Multiple choice)Select the option that best represents your main focus right now.
- Additional Comments or Challenges (Paragraph)Share any specific financial stressors or questions you want to address first.
FAQ
How do I use this financial coaching intake template?
Simply click to copy the template directly into your Google Drive as a new Google Form. You can then customize questions, adjust budget categories, and share the link with your incoming clients.
Can I customize the budget and expense categories?
Yes. You have full control over the form in Google Forms, allowing you to add, remove, or modify expense categories, income streams, and goal questions to fit your specific coaching methodology.
Where do the client submissions go?
All responses are saved securely in your Google Account and can be linked instantly to a Google Sheet for easy review and analysis before client meetings.
Is this template mobile-friendly for my clients?
Yes. Google Forms are fully responsive, meaning your clients can easily fill out their intake questionnaires and budget details from their smartphones, tablets, or computers.
Can I share this form link directly on my website?
Absolutely. Once customized, you can share the form link via email, embed it on your coaching website, or send it directly as part of your welcome packet.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.