New Client Financial Intake — Kickoff intake form (public) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A short, confidential intake so we understand your goals, your relationship with money, and your comfort with risk before we ever talk strategy. This is not investment advice, and we never ask for account numbers.

What it collects (by section):

About you & how we’ll work together — First name [short text]; Last name [short text]; Email address [short text]; Advisory Relationship Type [dropdown: Financial planning only / Investment management only / Both planning & management / One-time project / Second opinion].
Your goals — Primary Financial Goals [multi-select: Retirement income / Wealth accumulation / Capital preservation / Education funding / Home purchase/renovation / …]; Goal Time Horizon [dropdown: 0-2 years / 3-5 years / 6-10 years / 10+ years / Mixed/Multiple].
A financial snapshot — Income Sources [multi-select: Salary/Wages / Self-employment / Rental / Dividends/Interest / Pension / …]; Annual Household Income Band [dropdown: <50k / 50-99k / 100-249k / 250-499k / 500-999k / …]. High-level context only — bands and sources, never account numbers or balances.
How you think about risk — Investment Knowledge Level [dropdown: Beginner / Intermediate / Advanced]; Risk Profile Category [dropdown: Conservative / Moderately conservative / Moderate / Moderately aggressive / Aggressive].
Anything else — Financial Planning Notes (client-specific) [long text].

Required: Email address, Advisory Relationship Type (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: A fee-only financial advisory firm onboarding prospective clients — capturing the advisory relationship they want, their goals and time horizon, an income/net-worth-band snapshot, and their risk comfort, with no account numbers ever requested.