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Personal Finance Intake Kit

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 16, 2026

Editorially graded · Aug 16, 2026

Create a concise, client‑friendly personal‑finance onboarding questionnaire that captures goals, risk tolerance, current assets, and budgeting preferences for financial planners. Use when onboarding individual clients for budgeting or investment advice. Deliverable: DOCX questionnaire (one‑page, branded optional) with sections for goals, income, expenses, and risk profile. Rigor: Based on CFP Board recommended client intake standards and FIDELITY personal‑finance disclosure practices, ensuring all regulatory disclosures are included. Edge: Surpasses a simple prompt by delivering a polished DOCX layout, pre‑filled with industry‑approved sections and optional branding, ready for immediate distribution.

What you get

A ready-to-paste prompt you can drop into your AI. Produces a Word document (.docx).

Works in
Claude · ChatGPT · Gemini
Paste it in, fill the [brackets]
Any AI assistant
Works anywhere you can paste text

See it in action

A real input → output sample

Example Input
I need a client intake questionnaire for my firm, Apex Wealth. We do comprehensive planning and are fee-only. I'm in Texas.
Example Output
Here is your 5-page client onboarding questionnaire:
Page 1: Personal & Household Information, Goals & Objectives, Time Horizon
Page 2: Income, Cash Flow & Taxes, Assets & Liabilities
Page 3: Insurance Coverage, Risk Tolerance, Budgeting Preferences
Page 4: Disclosures & Signature Block
Page 5: Optional Appendix covering Estate & Beneficiary Basics, Detailed Net Worth Breakdown, and a 'Documents to Have Ready' checklist.

Goes well with

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