Money · free template
Financial Goals Discovery Card
Warm advisor discovery flow: goals, horizon and risk appetite, one question per screen.
- Questions
- 7
- Pages
- 1
- Layouts
- card
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Discovery
- Full namerequired
- Email addressrequired
- What are you working towards?required
- Time horizonrequired
- How comfortable are you with investment risk?
- Do you already work with an adviser?
- What would a good outcome look like in 12 months?
7 questions in total.
Works in this layout
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