A client onboarding form covers contact details, plan deadlines, goals, constraints, documents to review, and a high level asset picture.
After the first conversation, the next hard part is getting the right facts in writing, before anyone signs paperwork or moves money and then finds out something important got missed. This Client Onboarding Form gives financial planners a single place to collect the details that shape an initial financial plan and the guardrails the advice has to respect.
The form opens with two short written sections that explain what the intake is for and what happens next, then moves through the questions in order. A client gives a name and email, a target date for when the plan needs to be ready, and the primary goal, then spells out who’ll use the plan, what must be true before advice is given, and what shouldn’t be recommended or changed. The intake finishes with an upload field for account statements and other documents to review, plus a rounded investable assets number, all set in Raleway headings over Roboto body text with green teal accents and security-thread magenta buttons.
- Client Onboarding Form The opening text frames what the intake is for and what happens after submission, so the client knows what they’re answering and why.
- Your name A required full name field that identifies who the plan is for.
- Primary goal for this initial financial plan A required long-answer prompt that captures the decision the plan needs to support, before any numbers get discussed.
- Upload account statements and documents we'll review An optional file upload so statements and supporting documents arrive with the answers instead of in a separate thread.
- Approximate total investable assets (rounded) An optional number field for a high-level assets figure, kept separate from the detailed documents.
The template runs as one of Plutio’s forms that collect answers and files, which means submissions land as responses alongside the uploaded documents. You change the wording in the opening sections to match your own process, then share the link and review everything in one place.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a client onboarding form
| Part | What it covers |
|---|
Client Onboarding Form | An opening written section that explains what the intake is for and notes who confirms documents and the discovery call details. |
Your name | A required name question so the submission is tied to the right person. |
Email address | A required email field for follow-ups and sending the next steps. |
Date you need the initial financial plan by (retirement, sale closing, other) | An optional date question that captures the deadline driving the plan. |
What we need | A short written section that tells the client what to answer and prompts them to upload recent account statements. |
Primary goal for this initial financial plan | A required long-answer question about the main outcome the plan needs to deliver. |
Who will use this plan and attend meetings | A required text field to capture the decision-makers and meeting attendees. |
What must be true before we advise | An optional long-answer prompt for constraints and non-negotiables that have to be checked first. |
What we should not recommend or change | An optional long-answer prompt that records boundaries, exclusions, and things the client doesn’t want touched. |
Upload account statements and documents we'll review | An optional file upload for statements and supporting documents you’ll review. |
Approximate total investable assets (rounded) | An optional number field for a rounded investable assets total. |
Who it is for
Financial planners and advisors who need an intake for an initial plan in retirement planning, investment advisory, or estate planning.
The form in full
Client Onboarding Form
Use this form to tell us what you want your initial financial plan to decide and what we must respect. Priya Nair will confirm documents and the discovery call.
- Your name (required)
- Email address (required)
- Date you need the initial financial plan by (retirement, sale closing, other)
What we need
Answer the key questions below and upload recent account statements.
- Primary goal for this initial financial plan (required)
- Who will use this plan and attend meetings (required)
- What must be true before we advise
- What we should not recommend or change
- Upload account statements and documents we'll review
- Approximate total investable assets (rounded)
