Financial Coaching Intake Form

Transform Your Financial Coaching Practice with This Comprehensive Intake Form

Getting a complete picture of a new client's financial situation is the foundation of effective financial coaching. This Financial Coaching Intake Form is designed specifically for coaches, financial advisors, and wealth management professionals who need to gather detailed information about their clients' finances, goals, and money mindset in one streamlined process.

Whether you're working with individuals seeking debt relief, families planning for their future, or professionals looking to optimize their wealth, this template helps you collect everything you need before your first session—from income and expenses to spending patterns and financial aspirations.

Built for Financial Coaches Who Want Better Client Onboarding

This intake form covers all the essential areas: personal and contact information, current income sources, monthly expenses and budget breakdown, outstanding debts and liabilities, savings and investments, financial goals (short and long-term), spending habits and money mindset, and space for uploading supporting documents like pay stubs or bank statements.

With Paperform's calculation fields and conditional logic, you can automatically calculate debt-to-income ratios, monthly cash flow, and other key metrics right in the form—giving you instant insights before you even meet with your client. The form adapts based on responses, showing relevant follow-up questions only when needed for a smoother client experience.

Automate Your Coaching Workflow with Stepper

Once a client submits their intake form, you can use Stepper to automatically create their client folder, send a welcome email with next steps, add them to your CRM or coaching platform, schedule their discovery call, and even generate a preliminary financial assessment report. This means less admin work and more time focused on helping your clients achieve their financial goals.

Secure, Professional, and Ready to Customize

This template is SOC 2 Type II compliant and built with the security standards financial professionals need. Customize the questions, branding, and workflow to match your coaching methodology, then embed it on your website or share it directly with prospective clients. With Paperform's document upload fields, you can securely collect sensitive financial documents right in the form, keeping everything organized in one place.

Start with this template and you'll have a professional financial coaching intake process up and running in minutes—no coding required.