Financial Personality Assessment Internal Client and Prospect intake form Financial Personality Assessment </head> <body> <h2>Financial Assessment</h2> <!DOCTYPE html> <html> <head> <title>Financial Assessment Instructions for Participants Please answer each question honestly to help us understand your financial personality better. For scale-based questions, remember you cannot choose 7 to encourage a more decisive response. Comfort Level with Sharing Financial Information On a scale of 1 to 10, how comfortable are you sharing your personal financial information? (You cannot pick 7) Financial Goals What are your top three financial goals for the next 5 years? Risk Tolerance How would you describe your risk tolerance when it comes to investments? Very Low Low Moderate High Very High Spending Habits How often do you create and follow a budget? Never Rarely Sometimes Often Always Savings Behavior On a scale of 1 to 10, how disciplined are you about saving money regularly? (You cannot pick 7) Debt Management How do you feel about using credit or taking on debt? Avoid it at all costs Use it cautiously Comfortable with manageable debt Use it as a financial tool Financial Knowledge How would you rate your knowledge of personal finance and investment options? Very Poor Poor Average Good Excellent Emergency Fund Do you have an emergency fund that can cover at least 3-6 months of expenses? Yes No Working on it Retirement Planning How confident are you in your current retirement plan? Not Confident Somewhat Confident Confident Very Confident Financial Advice How often do you seek professional financial advice? Never Rarely Sometimes Often Always Investment Preferences Which of the following best describes your investment preference? Conservative (low risk, low return) Balanced (moderate risk, moderate return) Aggressive (high risk, high return) Financial Decision-Making How do you typically make financial decisions? Independently With a partner/spouse With a financial advisor Other (please specify): Additional Open-Ended Questions Financial Challenges What are the biggest financial challenges you face currently? Financial Success What does financial success mean to you? Advice and Support What kind of financial advice or support would you find most helpful?
