Financial Planning Client Onboarding Form

Streamline Your Financial Planning Client Onboarding

Getting a complete picture of your client's financial situation is the foundation of effective financial planning. This Financial Planning Client Onboarding Form helps financial advisors, wealth managers, and financial planning firms collect all the critical information needed to develop personalized strategies—from income sources and asset inventories to debt summaries and retirement goals.

Built for Financial Advisory Professionals

Whether you're an independent financial advisor, part of a wealth management firm, or a financial consultant building your practice, this template helps you gather comprehensive client data in one organized submission. The form covers everything from current financial position to future goals and risk tolerance, giving you the insights needed to create tailored financial plans.

What This Template Includes

This onboarding form captures:

• Personal and household information to understand your client's situation
• Income sources including employment, investments, rental income, and other revenue streams
• Complete asset inventory covering bank accounts, investments, real estate, retirement accounts, and other holdings
• Debt summary to understand liabilities including mortgages, loans, and credit obligations
• Retirement goals and timelines to align planning strategies with client objectives
• Risk tolerance assessment through scenario-based questions that reveal investment comfort levels
• Fiduciary acknowledgment to establish the advisory relationship and expectations

Automate Your Advisory Workflow with Stepper

Once a client submits their onboarding form, you can use Stepper to automatically trigger your next steps: send a welcome email sequence, create a client profile in your CRM, schedule their first planning meeting, generate a preliminary analysis report, or assign tasks to your team. Stepper's AI-native workflows keep your client onboarding process moving smoothly without manual handoffs.

Professional, Branded Experience

This template is designed to feel trustworthy and professional—exactly what clients expect when sharing sensitive financial information. Customize the colors, fonts, and branding to match your firm's identity, and choose between a traditional page layout or Paperform's one-question-at-a-time Guided Mode for a more conversational experience.

Secure, Compliant and Integration-Ready

Financial data requires the highest security standards. Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including SSL encryption, data residency controls, and role-based access. Connect this form to your existing tools—sync submissions to your CRM like HubSpot or Salesforce, store data in Airtable or Google Sheets, or trigger custom workflows via webhooks and integrations.

Perfect for Financial Services Professionals

This template is ideal for financial advisors, wealth managers, financial planners, investment advisors, and financial consulting firms who need to efficiently onboard new clients while gathering the comprehensive information required for quality financial planning. Start building stronger client relationships from day one with a professional, thorough onboarding experience.