The Financial Advisory Intake Form opens with a welcome screen that sets a collaborative tone before walking respondents through ten questions. It starts by collecting contact details — full name, email, and optionally a phone number — so the advisor knows who to follow up with and how. The form then moves into financial profiling: a required "What is your primary financial goal?" question anchors the entire consultation by surfacing whether the client is focused on retirement, debt reduction, estate planning, or one of four other goals. Income range, investable assets, and risk tolerance follow in sequence, giving the advisor a layered picture of the client's financial position and appetite for volatility before the first meeting. An optional target date and a question about existing financial professionals round out the profile, and a free-text box lets the respondent flag anything else upfront. After submitting, respondents see a confirmation screen telling them their advisor will review their answers and be in touch to confirm consultation details.
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The risk tolerance and investable assets questions give a solo advisor the client profile they need to prepare a personalised strategy before any face-to-face time.
The "What is your estimated total investable assets (excluding primary residence)?" question helps firms quickly segment incoming leads and route them to the right advisor or service tier.
The "What is your target date for achieving your primary financial goal?" question captures urgency for clients navigating retirement, business growth, or education funding on a specific timeline.
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