A Financial plan questionnaire template is a document that lays down the format of the questionnaire related to financial planning. These types of questionnaire templates contain the questions related to various financial planning of an individual, organization, institution or a project.
Sample Financial Plan Questionnaire Template
Name_______
Sex_______
Age________
Address__________ Phone_________ Email_______
Marital Status_________ Children________
(This section asks for personal details of a person.)
Questionnaire
(It is the main section of template for financial questions.)
1. Have you made any plans to manage your future expense and responsibilities?
A. Option 1.
B. Option 2.
C. Option 3.
D. Option 4.
2. Have you taken any insurance cover in case of any mishap?
A. Option 1.
B. Option 2.
3. Do you have an after retirement plan?
A. Option 1.
B. Option 2.
C. Option 3.
4. Do you like to take help of professional consultant in financial planning?
A. Option 1.
B. Option 2.
C. Option 3.
5. Do you have saving plans?
A. Option 1.
B. Option 2.
Download Financial Plan Questionnaire Template in Word Format