Here’s an HTML-formatted outline for a finance questionnaire template, ready for direct inclusion within a webpage: “`html

Finance Questionnaire Template

Introduction

This questionnaire is designed to gather comprehensive information about your current financial situation, goals, and risk tolerance. The information you provide will help us create a tailored financial plan that aligns with your specific needs and aspirations. Please answer all questions as accurately and completely as possible. Your responses will be kept strictly confidential.

Personal Information

Full Name:

Date of Birth:

Address:

Phone Number:

Email Address:

Marital Status:
Single
Married
Divorced
Widowed

Financial Goals

Please indicate your primary financial goals. Select all that apply.

Retirement Planning
Purchasing a Home
Funding Education (Yourself or Dependents)
Debt Reduction
Investment Growth
Other Goals (Please Specify):

What is your time horizon for achieving your financial goals? Short-term (Less than 5 years)Medium-term (5-10 years)Long-term (Over 10 years)

Income and Expenses

Annual Gross Income:

Monthly Expenses:

Employer:

Assets

Cash and Checking Accounts:

Savings Accounts:

Investments (Stocks, Bonds, Mutual Funds, etc.):

Real Estate Value:

Retirement Accounts (401(k), IRA, etc.):

Liabilities

Mortgage Balance:

Credit Card Debt:

Student Loan Balance:

Other Loans:

Risk Tolerance

Which statement best describes your investment risk tolerance?

Conservative: I prefer low-risk investments, even if it means lower returns.
Moderate: I am comfortable with some risk to achieve moderate returns.
Aggressive: I am willing to take on higher risk for the potential of higher returns.

Additional Information

Please provide any additional information you feel is relevant to your financial situation:

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