Financial Goals Discovery Card
Warm advisor discovery flow: goals, horizon and risk appetite, one question per screen.
A ready-to-use finance, insurance & tax form for advisers, brokers and finance teams: 7 questions, 1 page.
- Questions
- 7
- Pages
- 1
- Layouts
- card
Also filed under
Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
This template runs as a straight sequence — no branching rules.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Financial Goals Discovery Card is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.
- Advisers, brokers and finance teams working in finance, insurance & tax.
- Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
- Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
- Respondents are clients and applicants — the form asks them 7 questions across 1 screen.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.
- 4 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It measures sentiment on a numeric scale.
- It allows multiple selections without free text.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Financial Goals Discovery Card lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered.
- This template runs as a straight sequence: every respondent sees every question, in order.
- You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.
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
Forms that overlap this one
These pages cover the same subject ground as the financial goals discovery card, matched on the words people actually search for.
Privacy & compliance
This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.
Frequently asked questions
Is the Financial Goals Discovery Card template free to use?
Yes. You can preview and test Financial Goals Discovery Card on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Financial Goals Discovery Card template ask for?
It asks 7 questions across 1 page, 4 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Financial Goals Discovery Card form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card layout, restyle it to match your brand, and set who gets notified on each submission.
Can I add conditional logic to this finance, insurance & tax form?
Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.
Where do responses to the Financial Goals Discovery Card form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Financial Goals Discovery Card form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Related templates
More forms teams pair with the financial goals discovery card.
Related categories
Claim Notification Form
First notice of loss — report the incident fast, with the details an insurer needs to open a file.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 2 pages.View template
Bookkeeping Client Intake
Onboard a bookkeeping client: entity and trading details, software and bank feeds, transaction volume, sales tax position, payroll and services wanted.💰 Finance, Insurance & Tax35 questionsMedium length — 35 questions across 3 pages.View template
Insurance Claim Submission
Structured first-notice-of-loss claim with incident detail, evidence upload and declaration.💰 Finance, Insurance & Tax16 questionsShort form — 16 questions across 2 pages.View template
Purchase Approval Form
The approver's half of procurement: verify, set limits, approve or bounce with reasons.💰 Finance, Insurance & Tax10 questionsShort form — 10 questions on a single page.View template
Sales Invoice Form
Issue a sales invoice with line items, tax, due date and payment method for a completed order or service.💰 Finance, Insurance & Tax13 questionsShort form — 13 questions across 3 pages.View template
Vendor Onboarding Form
Onboard a new supplier with business details, banking information, tax documents and preferred order and invoicing terms.💰 Finance, Insurance & Tax14 questionsShort form — 14 questions across 3 pages.View template