New Year Financial Planning Consultation Booking

Starting the new year with a clear financial plan is one of the smartest moves you can make—and this New Year Financial Planning Consultation Booking form makes it effortless for financial advisors to onboard clients and set the stage for a productive first meeting.

Whether you're an independent financial advisor, wealth manager, or part of a financial planning firm, this template helps you gather everything you need before the consultation: current financial status, priority goals, relevant documents, and meeting preferences. By collecting this information upfront, you can deliver a more personalised, high-value consultation from day one.

The form includes fields for income and asset details, investment accounts, debt obligations, retirement planning needs, and specific discussion topics like tax strategy, estate planning, or insurance review. It also confirms meeting format (in-person, video, or phone) and includes a retainer agreement section to streamline your onboarding process.

Built with Paperform, this template is fully customisable to match your brand and service offering. Use conditional logic to show follow-up questions based on client goals, embed it on your website as a seamless booking flow, and connect it to your calendar and CRM via Stepper to automate appointment scheduling and client follow-ups. You can even integrate payment processing to collect consultation or retainer fees directly through the form.

With Paperform's calculation engine, you can create dynamic fields that calculate net worth, monthly cash flow, or savings rates on the fly—giving both you and your client a clear snapshot before you even meet. AI Insights can help you summarise submissions and spot common themes across your client base, so you can refine your messaging and offerings for the year ahead.

This form is ideal for financial advisors, CFPs, wealth managers, accountants offering advisory services, and insurance advisors who want to kick off the new year with a smooth, professional client onboarding experience.