Annual Financial Review Client Questionnaire

Annual Financial Review Client Questionnaire — Form Fields

This finance template includes 9 fields. Prepares wealth management clients for their yearly financial planning meeting. Free to customize and use on ZenBuild.

• Client Full Name (text, required)
• Email Address (email, required)
• Primary Financial Priority This Year (dropdown selection, required) — options: Grow Investments, Reduce Debt, Tax Planning, Estate Planning, Education Savings, Retirement Funding
• Did your income change significantly this year? (multiple choice, required) — options: Increased, Decreased, Stayed the Same
• Did your family situation change? (multiple choice, required) — options: Yes, No
• Which accounts would you like to review? (checkboxes, required) — options: Brokerage, IRA/Roth IRA, 401k, HSA, 529 Plan, Trust
• Major life changes or new financial goals (long text, optional)
• Estimated Tax Liability Change ($) (number, optional)
• Overall satisfaction with your financial progress (rating, required)