Financial Planning Fact Find

The Financial Planning Fact Find Template is an essential tool for financial advisers aiming to deliver personalized, data-driven advice. This structured questionnaire simplifies the process of gathering client information, covering key areas such as personal details, financial goals, income, expenses, assets, liabilities, insurance, retirement planning, and risk tolerance. By organizing critical information, this template enables advisers to efficiently assess financial situations and develop tailored strategies.

Ideal for use before, during, and after meetings, advisers can duplicate the template for each client, update it in real time, and provide clients with private access to their data. Its flexibility and ease of use enhance meeting efficiency and ensure clients receive a highly personalized experience. Whether used on Notion’s free plan or upgraded for larger projects, this template is invaluable for financial advisers looking to streamline workflows and elevate their service quality.