About this template
This Retirement Planning Questionnaire is an essential intake tool designed for financial advisors, wealth managers, and planners. It helps professionals gather comprehensive financial data from new and existing clients, covering current income, household assets, planned retirement timelines, and family details. By capturing these key metrics upfront, advisors can build more accurate, personalized retirement strategies and investment portfolios.
The form systematically collects vital information including contact details, marital status, spousal retirement goals, emergency contacts, expected future tax rates, insurance coverage, and estate planning updates such as wills and living trusts. Organizing this data digitally ensures all client information is securely captured in one place before your initial consultation, streamlining your workflow and maximizing meeting productivity.
Whether you operate an independent wealth advisory practice or manage client portfolios for a larger financial firm, this template can be instantly deployed as a Google Form via Doc2Form. Customize the questions to align with your firm's advisory process, share the secure link with your clients, and automatically route submissions to your practice management systems.
Key features
- Gather complete household financial and asset data before client consultations.
- Capture spousal details, income, and joint retirement planning goals.
- Track estate planning readiness, including wills, living trusts, and beneficiaries.
- Standardize client intake to scale your financial advisory practice efficiently.
Use cases
- Onboarding new wealth management and financial advisory clients.
- Annual portfolio reviews and retirement readiness check-ins.
- Gathering data for comprehensive financial plan drafting.
- Assessing client estate planning and insurance coverage needs.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send your financial planning documents and follow-ups?
- Phone Number (Short answer)Enter your primary contact number.
- Residential Address (Paragraph)Enter your street address, city, state, and ZIP code.
- Marital Status (Dropdown)Select your current legal marital status.
- Spouse Full Name (Short answer)If applicable, enter your spouse's full legal name.
- Spouse Email (Short answer)Enter your spouse's email address.
- Spouse Phone Number (Short answer)Enter your spouse's contact number.
- Retirement Status (Multiple choice)Select your current employment and retirement status.
- Current Annual Income ($) (Short answer)Enter your approximate annual pre-tax income from all sources.
- Planned Retirement Year (Short answer)Enter the year you plan to fully retire (e.g., 2035).
- Spouse Retirement Status (Multiple choice)Select your spouse's current status.
- Spouse Current Annual Income ($) (Short answer)Enter your spouse's approximate annual pre-tax income.
- Spouse Planned Retirement Year (Short answer)Enter the year your spouse plans to fully retire.
- Total Household Assets ($) (Short answer)Estimate your combined household net worth including investments, real estate, and retirement accounts.
- Expected Future Tax Rate (%) (Dropdown)Estimate your expected tax bracket during retirement.
- Will & Living Will Status (Multiple choice)Are your estate planning documents up to date?
- Planned Retirement Location (Paragraph)Do you plan to stay in your current home, relocate within the state, move out of state, or retire abroad?
- Additional Comments or Questions (Paragraph)Share any specific financial goals, concerns, or topics you want to cover during our meeting.
FAQ
How do I share this retirement questionnaire with my clients?
Once converted into a Google Form using Doc2Form, you can share the form via a direct link, email it to clients prior to their consultation, or embed it securely on your firm's website.
Can I customize the financial questions to match my firm's advisory process?
Yes. Since the questionnaire lives in your Google Drive as a standard Google Form, you have full freedom to add, remove, or edit any questions, asset categories, or income brackets.
Is client financial data secure when using Google Forms?
Google Forms benefits from Google's robust enterprise-grade security and encryption in transit and at rest. Ensure your Google Workspace account complies with industry regulations for client data handling.
Can I collect responses from both spouses using this form?
Yes. The template includes dedicated sections for spousal income, planned retirement year, and retirement status to ensure comprehensive household planning.
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.