FINANCIAL & GOAL PLANNING INTAKE
Every plan starts with your goals. We provide the strategy to help you move forward. Business, career, and goal planning—tailored to where you want to go.
1. CLIENT OVERVIEW (Quick Profile)
Full Name
Email Address
Occupation / Industry
Employment Type (W-2, Self-Employed, Business Owner)
Primary Focus
Big Purchase Planning
Career Development
Business Development
Financial Education
Wealth Management
Organize My Finances
Increase Income
Other
2. GOAL PLANNING & CURRENT POSITION
What brings you here today? What Goal would you like to accomplish? Be as explanatory as you'd like. The more descriptive the better.
What have you already accomplished? (Paid off debt, Saved money, Started investing, Started a business, Improved credit, Other)
What do you feel is currently working well for you financially/business wise?
3. CLIENT INTENT & SUPPORT NEEDED
What type of support do you need most? (Education, Strategy/Planning, Accountability, Administrative Support)
Which areas do you need help with? (Budgeting, Debt Management, Credit Improvement, Increasing Income, Investing Guidance, Business Development, Financial Organization)
4. GOALS & TIMELINE
Short-Term Goals (0-12 months)
Mid-Term Goals (1-5 years)
Long-Term Vision (5+ years)
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5. INCOME & EXPENSE SNAPSHOT
Primary Income Source
Is Your Income Stable, Fluctuating, or Growing?
Please specify business or personal income
Estimated monthly investment capital available?
Do you follow a budget?
6. FINANCIAL FOUNDATION (ASSETS & STRUCTURE)
Estimated Total Value of Accounts Held? Checking, Savings, Emergency Fund, Investment, Retirement, Business)
Estimated Value of Assets Owned? Real Estate, Business, Vehicles, None
7. DEBT & CREDIT OVERVIEW
Estimated Debt Amount?
Debt Situation? (Manageable, Overwhelming, Unsure)
Include Business/Personal
Know your credit score?
Need help with credit reporting or improvement?
8. FINANCIAL KNOWLEDGE & LEARNING STYLE
- Financial knowledge rating (1-10)
Financial Knowledge Rating
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Areas to Learn
Please Select
Budgeting
Debt Management
Investing
Credit Improvement
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9. RISK & DECISION STYLE
Risk comfort (1-10)
Risk preference
Decision style
10. ACCOUNTABILITY & HABITS
Consistency (1-10)
What has held you back?
Preferred check-ins
Want an accountability partner? What does an accountability partner look like to you?
11. FINAL INSIGHT & ALIGNMENT
What does success look like in your busines or personal development?
Anything else to share?
How soon are you ready to start financial planning?
Schedule an Appointment
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