About this template
A structured client intake process is the foundation of any successful wealth management or financial advisory practice. This New Finance Client Intake Google Form Template helps financial advisors, planners, and accountants eliminate messy paperwork, disorganized email chains, and inconsistent data collection.
Designed specifically for financial professionals, this template gathers crucial baseline information before your first consultation. It captures essential contact details, employment status, asset and liability summaries, primary financial concerns, and long-term 24-month goals. By collecting this complete financial picture in advance, you can walk into client meetings fully prepared and focused on high-value strategy rather than basic fact-finding.
Doc2Form lets you instantly convert this template into your own fully editable Google Form, ensuring your onboarding workflow is seamless, professional, and secure from day one.
Key features
- Collect comprehensive client background and contact info in one step.
- Gather high-level asset and debt summaries prior to initial consultations.
- Identify primary client financial concerns and 24-month goals instantly.
- Fully customizable questions to match your specific advisory practice.
- Instantly ready for Google Workspace and mobile-friendly responses.
Use cases
- Onboarding new wealth management and financial planning clients.
- Pre-consultation questionnaires for independent financial advisors.
- Initial data collection for tax planning and accounting practices.
- Retirement planning discovery sessions and portfolio reviews.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Date of Birth (Date)Please provide your date of birth (MM/DD/YYYY).
- Email Address (Short answer)Enter the best email address for scheduling and document delivery.
- Phone Number (Short answer)Enter your primary contact number.
- Residential Address (Paragraph)Provide your current street address, city, state, and zip code.
- Employment Situation (Paragraph)Describe your current employment status, occupation, and employer if applicable.
- Assets Summary (Paragraph)Briefly describe your major assets (e.g., real estate, retirement accounts, investment portfolios, savings).
- Debt & Liabilities Summary (Paragraph)List any significant debts or liabilities (e.g., mortgages, student loans, credit cards, auto loans).
- Primary Financial Concern (Paragraph)What is the single most important financial question or challenge on your mind right now?
- 24-Month Financial Goals (Paragraph)What specific milestones or financial achievements would you like to accomplish over the next two years?
- Advisor Support Preferences (Multiple choice)How do you prefer to collaborate with your financial advisor moving forward?
FAQ
What information does this intake form collect?
It collects client contact details, date of birth, employment situation, a summary of current assets and debts, primary financial concerns, 24-month financial goals, and preferred communication or advisor support styles.
Can I customize the questions to fit my specific advisory practice?
Yes. Once you convert this template using Doc2Form, you have full control in Google Forms to add, remove, or modify any questions to align with your firm's compliance and advisory offerings.
Is this form mobile-friendly for my clients?
Yes. Because it is powered by Google Forms, clients can easily open and complete the intake questionnaire on their smartphones, tablets, or desktop computers.
How do I share this intake form with new clients?
You can share your Google Form link via email as part of your welcome packet, embed it directly on your website, or send it via secure messaging before your first scheduled meeting.
How can Doc2Form help me set this up?
Doc2Form instantly transforms this template structure into a working Google Form in your Google Drive, saving you from manually building out every single question and section from scratch.
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.