A financial planning questionnaire is a form prepared by financial advisers or financial consultants to assist the clients in a better way, an individual normally looks for a help when planning his finance to keep gaining more profits. The clients comes to seek help from the advisers, in such criteria an adviser need to have the financial plan questionnaire which will give him compete picture of the client financial needs. It’s the best way to get all the information and give the clients the best output results.
Business people who are earning from different sources always look to organize their finance every day, they require planning for tax, investments, assets and many more. The client would be earning huge profits, but it can make a life tough and move to looses if there is no perfect financial planning. In this century we also have individual earning from different sources, its also for these people to consult a adviser.
The questionnaire should be prepared in such a way to get in depth information regarding the financial theme, as most of the individuals hesitate to a financial planner. An adviser should make sure he collects all the information, so that there would be no issue with the output. The sample questionnaire below will assist you in getting a better idea.
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Business people who are earning from different sources always look to organize their finance every day, they require planning for tax, investments, assets and many more. The client would be earning huge profits, but it can make a life tough and move to looses if there is no perfect financial planning. In this century we also have individual earning from different sources, its also for these people to consult a adviser.
The questionnaire should be prepared in such a way to get in depth information regarding the financial theme, as most of the individuals hesitate to a financial planner. An adviser should make sure he collects all the information, so that there would be no issue with the output. The sample questionnaire below will assist you in getting a better idea.
Financial Planning Questionnaire Sample
- Name: Address: Mobile: Email ID
- Occupation:
- What is the exact reason for meeting a financial planner?
- Have you encountered any looses in your business?
- How much do you spend every day?
- Do you monitor your finance every day?
- Where have you invested you money?
- Do your businesses consist of partners?
- How many bank accounts do you have for business needs and individual needs?
- Who takes care of your tax payments?
- What kind of insurance have you taken?
- Do you have loans taken for running your business?
- What kind of growth have you seen in the business?
- How much do you invest on family every month?
- How much do you invest for yourself monthly?
- How do you want the business grow?
- What steps have you taken in past to increase the profits?
- Have you invested in stock market?
- How much do you pay for Attorney?
- How many employees work under you?
- Have you invested in real estate?
- How much do you invest in house hold good monthly?
- How much do you pay for?
Internet Telephone
Car Payments
Gas
Medical
Dining Out
Vacations
Sponsors
Clothing
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