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Financial goals questionnaire

financial goals questionnaire

Looking to hire a financial planner for your business?

This Financial goals questionnaire is a handy tool for you. Ideal for businesses in the finance sector, wealth management firms or any organization seeking expert financial advice.

The questionnaire will help you gauge the qualifications, client experience, planning philosophy and goal setting approach of potential financial planners. Dive in and find the right fit for your financial planning needs!

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Questions to include on your Financial goals questionnaire

1. Personal Information

This section is necessary to gather basic information about the financial planner.

  • What is your full name?
  • What is your email address?
  • What is your phone number?

2. Professional Credentials

Understanding the planner's credentials is key to understanding their qualifications and areas of expertise.

  • What is your current job title?
  • Do you hold any financial planning certifications? (Yes, No)
  • If yes, please specify the certification(s) you hold.

3. Clientele Information

Collecting information about the clientele helps to understand the financial planner’s experience and their target audience.

  • What is the average net worth of your clientele? (Below $100,000, $100,000 to $500,000, $500,000 to $1 million, Above $1 million)
  • What age group forms the majority of your clientele? (Below 30, 30-40, 41-50, 51-60, Above 60)
  • What is your primary client type? (Individuals, Businesses, Retirement plans, Non-profit organizations)

4. Financial Planning Philosophy

Understanding the financial planner's approach towards planning can help in aligning with the methodology.

  • How would you describe your financial planning philosophy?
  • What is your approach to risk management?

The philosophy questions are essential as it provides an insight into the planner's methodology, which can help in assessing if it aligns with the client's financial goals.

5. Financial Goal Setting

A crucial part of financial planning is setting financial goals. These questions aim to understand the planner's approach to helping clients set and achieve goals.

  • How do you help your clients set financial goals?
  • How do you ensure your clients stay on track to meet their financial goals?

The goal-setting questions are important as they provide important information about the planner's effectiveness and their strategies in helping clients achieve their financial goals.

Things to consider

  1. Avoid Clutter - Keep your form simple and clean. Too many questions can overwhelm the user, so stick to what is essential. Make sure each question is necessary and serves a clear purpose.
  2. Use Clear Language - Avoid jargon or complex terms. Your questions should be easy to understand. If a question is confusing or ambiguous, the responses may not be reliable.
  3. Prioritize User Privacy - Make sure to include a brief privacy policy or statement, especially if you're asking for personal information. Assure the user that their information will be kept confidential and be clear about how it will be used.
  4. Progressive Disclosure - Use this feature to keep your form short and simple. If a question is only relevant based on a certain response to another question, only show it when that response is given.
  5. Mobile-Friendly Design - Ensure your form is mobile-friendly, as many users may access it from their smartphones.
  6. Use the Right Input Field Type - Choose the correct HTML5 field type for each question. This makes it easier for the user to input their answers and reduces the chance of errors.
  7. Provide Help Text - If a question might be confusing, provide a short explanation or example to guide the user. This feature can be crucial for complex questions.

How to create your Financial goals questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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