About this template
A Financial Consultation Form is an essential tool for financial advisors, planners, wealth managers, and certified public accountants looking to streamline their client onboarding process. This form allows advisory professionals to gain a comprehensive, holistic understanding of a prospective client's financial situation before their initial meeting. By gathering key details upfront—such as income ranges, existing debts, assets, and primary financial objectives—advisors can walk into consultations fully prepared to deliver targeted, personalized advice.
With Doc2Form, converting this template into an active Google Form takes seconds. Financial professionals can effortlessly collect and organize client details into connected spreadsheets, making it easy to review portfolio data and track consultation requests in one secure place. Using a structured intake questionnaire saves valuable meeting time, eliminates back-and-forth scheduling emails, and ensures that critical details are never overlooked.
Whether you operate an independent wealth advisory practice or manage client intake for a growing financial firm, this standardized template helps establish instant professionalism. It sets clear expectations, protects client confidentiality through Google Workspace's secure infrastructure, and paves the way for productive, goal-oriented advisory sessions.
Key features
- Capture complete client financial profiles before the first meeting
- Streamline onboarding and reduce administrative email friction
- Organize consultation requests automatically in connected spreadsheets
- Customize questions easily to match your firm's specific advisory services
- Access client responses securely from any device, anywhere
Use cases
Initial intake for new wealth management and financial planning clients
Pre-meeting questionnaires for retirement or investment strategy sess…
Pre-meeting questionnaires for retirement or investment strategy sessions
Debt management and budgeting consultations for individuals or families
Tax planning discovery sessions conducted by CPAs
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where should we send your consultation confirmation and meeting materials?
- Phone Number (Short answer)Include your area code for appointment reminders.
- Primary Financial Consultation Type (Dropdown)Select the primary area you would like to focus on during our meeting.
- Estimated Annual Household Income (Dropdown)Select the range that best reflects your current gross annual household income.
- What are your top financial goals? (Checkboxes)Select all that apply to your current situation.
- Specific Financial Questions or Challenges (Paragraph)Briefly describe any specific issues or questions you want addressed during your consultation.
- How did you hear about us? (Dropdown)Let us know how you found our practice.
FAQ
What is a financial consultation form used for?
It is used by financial advisors and planners to collect baseline financial data, goals, and contact information from new clients prior to their first consultation session.
Can I customize the questions on this Google Form template?
Yes. Once you generate the form with Doc2Form, you have full ownership in Google Forms to add, remove, or edit any questions to match your practice's specific offerings.
How does this form help streamline client meetings?
By gathering income details, primary financial goals, and existing challenges beforehand, you can skip basic discovery questions and jump straight to actionable advice during your consultation.
Is client financial data secure?
Yes. All form responses are safely stored within your secure Google Drive and Google Sheets account, governed by Google's robust enterprise-grade security standards.
How do I share this form with prospective clients?
You can easily share your Google Form via a direct link, embed it directly onto your advisory firm's website, or email it automatically upon booking.
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.