Notion Financial Planning Fact Find Template

This template is perfect for financial planners and financial advisers looking to collect information about their clients so they can provide financial advice. This client questionnaire template will ensure that you can quickly collect the information you need, print off the Notion page and then have your client sign the document.

Who will love this template?

• Financial advisers wanting to collect information from their clients using an online Fact Find template
• Clients will love having their information collected quickly and also having the ability to view their Fact Find data via a private Notion link

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The process for using this template is:

Before the Meeting 

Duplicate the template in your Notion workspace and rename the template with the client name.

During the Meeting

Complete the Fact Find document with your client, print the document and have your client sign.

After the Meeting

Add strategies that you are considering and additional notes to the document (before your next meeting) so you don't forget them.

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (paid is reocmmended for this one)

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After purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on Duplicate link (top right-hand of screen) to copy to your account. For ongoing use, delete the sample content then click on Duplicate again to copy & rename.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).