About this template
The Financial Planning Client Fact Find is an essential tool for financial advisors and accountants to establish a comprehensive view of a new client's financial health. This template streamlines the onboarding process by gathering critical data points—ranging from personal demographics and employment status to complex asset/liability breakdowns and existing insurance coverage—before the initial consultation. By using this structured intake form, advisors can prepare more effectively, ensuring that meetings are focused on strategy rather than manual data entry.
Designed for professional use, this template helps you capture the nuances of a client's financial life, including their investment objectives, retirement planning needs, and estate planning status. By moving away from paper-based forms and scattered emails, you create a professional, secure, and organized experience for your clients. Whether you are managing a boutique firm or a large practice, this template provides the foundational data needed to build personalized financial roadmaps, track progress toward long-term goals, and maintain a high standard of client service.
Key features
- Comprehensive data collection for assets, liabilities, and income.
- Structured sections for insurance and superannuation details.
- Easy-to-use fields for investment goals and risk appetite.
- Mobile-responsive layout for clients to complete on any device.
- Automatic organization of responses in Google Sheets.
Use cases
- New client onboarding for financial advisory firms.
- Annual financial health check-ups and portfolio reviews.
- Gathering data for retirement and estate planning consultations.
- Collecting information for insurance coverage analysis.
What this form collects
- Full Name (Short answer)Please provide your full legal name.
- Date of Birth (Date)Required for age-based financial planning.
- Gross Annual Income (Short answer)Your total annual income before taxes.
- Assets and Liabilities (Paragraph)Please list your major assets (property, investments) and liabilities (mortgages, loans).
- Supporting Documents (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach, such as a recent payslip.
- Primary Financial Goals (Paragraph)Describe your main objectives (e.g., retirement, buying a home, education funding).
- Investment Objectives (Multiple choice)How would you describe your approach to risk?
FAQ
How can I keep this sensitive financial data secure?
Google Forms offers robust security features. Ensure you are using a secure Google Workspace account, enable two-factor authentication, and limit access to the form responses to authorized team members only.
Can I add custom questions for my specific advisory niche?
Yes. Once you open the template in Google Forms, you can easily add, delete, or reorder questions to tailor the form to your specific financial planning methodology.
How do I handle documents like payslips or tax returns?
Since Google Forms does not support direct file uploads, we recommend adding a text field where clients can paste a link to a secure folder in Google Drive or Dropbox containing their supporting documents.
Is this template suitable for joint financial planning?
Absolutely. You can duplicate sections or add specific fields for 'Client 1' and 'Client 2' to ensure you capture a complete picture for couples or joint accounts.
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.