Certified Financial Planner New Client Intake Form — Form Fields
This finance template includes 11 fields. Collect comprehensive financial information from new CFP clients for planning purposes. Free to customize and use on ZenBuild.
Full Name (text, required)
Email (email, required)
Phone Number (text, required)
Date of Birth (text, required)
Marital Status (dropdown selection, required) — options: Single, Married, Divorced, Widowed, Domestic Partnership
Gross Annual Household Income ($) (number, required)
Total Investable Assets ($) (number, required)
Total Liabilities ($) (number, required)
Financial Goals (checkboxes, required) — options: Retirement, Home Purchase, Education Funding, Business Purchase, Debt Payoff, Wealth Transfer
