The Financial Needs Analysis Form opens by asking respondents to describe their current income sources and major expenses, establishing a baseline before moving into forward-looking questions. It then asks about short- and long-term financial goals, retirement planning status, and ideal retirement age — building a picture of where someone wants to go and how urgently. A five-point risk rating question captures investment temperament, while two optional open-ended questions cover anticipated major purchases and any remaining financial concerns the respondent wants to raise. After submitting, respondents see a confirmation telling them their answers have been received and that a personalized financial plan discussion is on the way.
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They rely on the "Please describe your current financial situation, including income sources and major expenses." question to arrive at a first meeting already briefed on a client's baseline, saving time on initial discovery.
They use the risk rating question alongside the short- and long-term goals question to begin matching clients to appropriate portfolios before any conversation takes place.
They depend on the "Have you started planning for retirement?" and ideal retirement age questions to quickly segment new leads by urgency and tailor outreach accordingly.
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