About this template
The Financial Planning Client Profile Google Form Template helps wealth managers, financial advisors, and financial planners gather essential client data efficiently during the onboarding process. Building a comprehensive client profile is the foundational step in crafting personalized investment strategies, retirement plans, and wealth management portfolios tailored to unique individual needs.
This ready-to-use form captures crucial personal details, employment information, household income, monthly expenses, and key financial milestones across short, medium, and long-term horizons. It also gauges client risk tolerance and investment preferences to ensure alignment with fiduciary responsibilities. By streamlining the intake process with Doc2Form, advisors save valuable time, eliminate cumbersome paperwork, and establish clear communication channels from the very first client interaction.
Key features
- Collect detailed personal, household, and employment information in one step.
- Map out short-, medium-, and long-term financial goals effortlessly.
- Assess client risk tolerance and asset-liability breakdown accurately.
- Streamline client onboarding with a clean, professional layout.
- Access and review responses instantly via Google Sheets.
Use cases
- Onboarding new wealth management or financial advisory clients.
- Conducting annual financial health check-ins and reviews.
- Gathering baseline data prior to retirement or estate planning sessions.
What this form collects
- Full Name (Short answer)Enter your first, middle, and last name.
- Date of Birth (Date)Please enter your date of birth (MM/DD/YYYY).
- Marital Status (Dropdown)Select your current legal marital status.
- Number of Dependents (Short answer)Enter the number of children or other dependents you financially support.
- Home Address (Paragraph)Provide your current residential street address, city, state, and zip code.
- Phone Number (Short answer)Enter the best phone number to reach you.
- Email Address (Short answer)Enter your primary email address for correspondence.
- Employment Status (Dropdown)Select your primary employment situation.
- Occupation & Employer (Short answer)Enter your job title and the name of your current employer or business.
- Annual Personal Income (Short answer)Enter your approximate annual pre-tax income.
- Monthly Household Income (Short answer)Enter total combined monthly household income.
- Monthly Household Expenses (Short answer)Estimate your total average monthly living expenses and debt payments.
- Short-Term Goals (Next 1–3 Years) (Paragraph)Describe goals such as emergency fund building, debt payoff, or upcoming major purchases.
- Medium-Term Goals (3–5 Years) (Paragraph)Describe goals such as purchasing a home, starting a business, or funding education.
- Long-Term Goals (5+ Years) (Paragraph)Describe long-term objectives such as retirement lifestyle, estate planning, or financial independence.
- Risk Tolerance (Multiple choice)Select the option that best describes your comfort level with investment risk and market volatility.
- Investment Preferences (Checkboxes)Select any specific investment styles or asset classes you prefer or wish to avoid.
- Assets & Liabilities Overview (Paragraph)Briefly summarize your major assets (savings accounts, real estate, retirement accounts) and liabilities (mortgages, student loans, credit cards).
- Additional Information (Paragraph)Is there anything else you would like your financial planner to know?
FAQ
How do I use this Financial Planning Client Profile template?
Simply use Doc2Form to instantly generate this template as a Google Form. You can then customize any questions, adjust settings, and share the form link directly with your clients.
Can I modify the questions to match my firm's specific advisory process?
Yes. Once the form is created in your Google account, you have full control to add, edit, or remove any fields using the standard Google Forms editor.
Where does the client data go when someone submits the form?
All submissions are securely stored in your Google account, and you can instantly link the form to a Google Spreadsheet to organize and analyze responses in real time.
Is this template mobile-friendly for my clients?
Yes. Google Forms automatically optimizes layouts for smartphones, tablets, and desktop computers, ensuring a seamless experience for your clients.
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.