About this template
Preparing for a financial coaching session requires a clear, comprehensive picture of a client's financial standing. This financial overview form streamlines client onboarding by collecting essential data on income, employment, housing, monthly expenses, vehicle loans, credit card balances, and student debt before the first meeting.
Designed specifically for financial coaches, advisors, and planners, this template eliminates the back-and-forth of manual data gathering. By capturing spousal information, dependants, asset values, and specific coaching goals upfront, advisors can walk into their initial consultation fully prepared to deliver tailored guidance and actionable financial strategies.
Key features
- Capture primary and secondary income sources in one structured layout
- Collect detailed debt metrics including mortgages, auto loans, and credit cards
- Document household details, dependents, and housing status efficiently
- Identify client coaching goals prior to the first consultation
- Streamline client onboarding and reduce preparation time
Use cases
- Initial intake questionnaires for private financial coaching clients
- Pre-consultation data gathering for debt management advisors
- Comprehensive financial health checkups for wealth planning practices
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Enter the best email address to reach you for scheduling and updates.
- Cell Phone Number (Short answer)Enter your primary phone number.
- Date of Birth (Date)Enter your birth date.
- Current Occupation (Short answer)State your current job title and employer.
- Home Address (Paragraph)Enter your residential address.
- Spouse / Partner Full Name (Short answer)If applicable, enter your spouse or partner's full name.
- Spouse / Partner Occupation (Short answer)State their current job title and employer.
- Number of Dependents at Home (Short answer)Enter the number of children or other dependents living in your household.
- Pay Frequency (Dropdown)Select how often you receive your primary paycheck.
- Take-Home Pay Per Check (Short answer)Enter the net amount (after taxes and deductions) you take home per paycheck.
- Spouse / Partner Take-Home Pay Per Check (Short answer)If applicable, enter their net take-home pay per paycheck.
- Additional Monthly Income Sources (Paragraph)List any side hustles, rental income, alimony, child support, or investments.
- Total Additional Monthly Income (Short answer)Enter the approximate total monthly amount from the sources listed above.
- Housing Status (Multiple choice)Select your current living arrangement.
- Monthly Mortgage or Rent (Short answer)Enter your monthly housing payment amount.
- Approximate Home Value (Short answer)If you own a home, enter its estimated current market value.
- Approximate Remaining Mortgage Payoff (Short answer)Enter the total remaining balance on your mortgage loan.
- Car Loan #1 Details (Paragraph)Enter the monthly payment amount and total remaining balance owed for your primary vehicle loan.
- Car Loan #2 Details (Paragraph)If applicable, enter the monthly payment and total remaining balance for a second vehicle.
- Total Credit Card Debt (Short answer)Enter the combined approximate balance across all credit cards.
- Total Student Loan Debt (Short answer)Enter the combined remaining balance of all student loans.
- Expected Income Tax Refund Status (Short answer)Briefly describe if you expect a tax refund this year and approximately how much.
- Coaching Session Goals (Paragraph)What are your top 2 or 3 financial goals or areas where you need the most help?
- Terms and Conditions Acceptance (Multiple choice)By checking below, you confirm that the information provided is accurate and acknowledge our coaching terms.
FAQ
How does this template help me prepare for a coaching session?
It collects essential income, asset, and debt figures in advance, allowing you to review your client's financial profile before the meeting starts.
Can I customize the questions to fit my specific coaching framework?
Yes! Once you instantly generate this form into your Google Drive, you can easily add, remove, or edit any questions to match your methodology.
Is this form suitable for couples?
Yes, it includes dedicated sections for partner or spouse details, joint income, and combined household expenses.
How do my clients access the form?
You can share the Google Form link via email or embed it on your website as part of your client booking workflow.
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.