Financial Coaching Intake Form Template for Canada

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Key Requirements PROMPT example:

Financial Coaching Intake Form

"I need a basic Financial Coaching Intake Form for my independent coaching practice that can be completed digitally, includes standard privacy protections, and focuses on personal finance goal-setting for individual clients."

Document background

The Financial Coaching Intake Form is a crucial document used at the commencement of a financial coaching relationship in Canada. It serves multiple purposes: collecting client personal and financial information, establishing coaching service parameters, and ensuring compliance with Canadian privacy and consumer protection regulations. This form should be used before beginning any financial coaching engagement to document the client's current financial situation, goals, and coaching needs. It includes sections for personal information, financial status, objectives, and necessary disclaimers, while incorporating privacy protections required under PIPEDA and provincial regulations. The document helps financial coaches understand their clients' needs while protecting both parties through clear service boundaries and expectations.

Suggested Sections

1. Personal Information: Client's basic contact details, including name, address, phone, email, and preferred contact method

2. Employment Information: Current employment status, employer details, occupation, and income sources

3. Financial Overview: Current financial situation including income, expenses, assets, and liabilities

4. Goals and Objectives: Client's specific financial goals, timeframes, and priorities

5. Privacy Statement: Details on how personal information will be collected, used, stored, and protected in compliance with PIPEDA

6. Service Acknowledgment: Clear outline of coaching services scope, limitations, and that coaching does not constitute financial advice

7. Client Declaration: Client's confirmation that provided information is accurate and acknowledgment of form terms

Optional Sections

1. Investment Profile: Optional section for clients seeking investment-related coaching, including risk tolerance assessment and investment experience

2. Debt Management: Detailed section for clients specifically seeking debt-related coaching, including current debt obligations and creditor information

3. Business Finances: Section for self-employed clients or business owners, including business financial information

4. Retirement Planning: Additional section for clients focusing on retirement planning goals

5. Spousal/Partner Information: Section for clients who want to include partner's financial information in coaching scope

Suggested Schedules

1. Schedule A - Financial Goals Worksheet: Detailed worksheet for clients to break down their specific financial goals and priorities

2. Schedule B - Budget Template: Standardized template for detailed income and expense tracking

3. Schedule C - Net Worth Statement: Template for listing all assets and liabilities to calculate net worth

4. Schedule D - Service Fee Schedule: Breakdown of coaching fees and payment terms if applicable

5. Appendix 1 - Privacy Policy: Detailed privacy policy and information handling procedures

6. Appendix 2 - Coaching Service Terms: Detailed terms and conditions of the coaching relationship

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Professional Services

Personal Finance

Education and Training

Consulting Services

Banking

Insurance

Wealth Management

Relevant Teams

Operations

Client Services

Compliance

Risk Management

Financial Advisory

Administrative Support

Legal

Document Management

Relevant Roles

Financial Coach

Financial Advisor

Personal Finance Consultant

Money Coach

Financial Planning Assistant

Client Services Manager

Compliance Officer

Risk Management Officer

Financial Services Administrator

Practice Manager

Operations Manager

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