A financial needs assessment Questionnaire can help an agency or organization to get a snap shot of where the client is financially today. The questionnaire is designed by a financial specialist who helps client know where they are today and where they should be. The questionnaire contains questions regarding income protection, long term plans, investments, how to merge the gap and top objective priorities to reach the financial goal.

Every company does need to know who to prioritize there financial goals, it’s an assessment in evaluating the financial needs, barriers and resources. Go through the sample financial needs assessment questionnaire to get an idea of how to draft a new one to get best analysis for a client.

Sample Financial Needs Assessment Questionnaire:



Client Name:
Advisor:

What are your financial objectives?
What are your priorities in reaching the financial goals?
Do you have an insurance program for the business or family?
Do you have any personal savings?
What is your savings percentage towards your family?
Didn't you have any difficulties in savings money?
Where have you invested the money?
Did you receive the returns for the investments made?
How old is your business?
From when exactly did you start facing the financial problems?
Have you used any financial strategies to gain profits?
Have you reached the correct audiences in sharing your service or product?
Do you know about the financial benefit plans your business could get?
Have you taken any loans for business or family?
Who looks after your financial reports?
Right now, what are your top priorities?
Do you have any partners in this business?