Financial Planning Client Assessment Form

Personal Information

Full Name Date of Birth Address Email Phone Number Marital Status Single Married Divorced Widowed

Professional Information

Employment Status Employed Self-Employed Retired Unemployed Occupation Annual Income

Financial Goals

Please list your short-term, medium-term, and long-term financial goals

Assets

Cash / Savings Investments (stocks, bonds, mutual funds, etc.) Property / Real Estate Other Assets

Liabilities

Mortgage Loans Credit Card Debt Other Liabilities

Risk Tolerance

How would you describe your risk tolerance? Low Moderate High

Additional Information

Notes or Special Considerations