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Financial Coaching Intake Form
"I need a Financial Coaching Intake Form for my newly established coaching practice in London, focusing on professionals in their 30s seeking retirement planning, and I want to ensure GDPR compliance while gathering detailed information about their investment experience and risk tolerance."
1. Personal Information: Collection of client's contact details, identification information, and basic personal data
2. Financial Status Overview: Details of current financial situation including income, expenses, assets, and liabilities
3. Goals and Objectives: Client's financial goals, timeline, and desired outcomes from coaching
4. Privacy Notice: GDPR-compliant information about how personal data will be collected, used, stored, and protected
5. Service Agreement: Terms of coaching engagement including scope, limitations, and client acknowledgments
1. Risk Assessment: Evaluation of client's risk tolerance and investment preferences - used when investment coaching is included
2. Debt Analysis: Detailed breakdown of current debts and debt management strategies - used when debt management is a primary concern
3. Business Finances: Information about business-related finances and objectives - used when client owns a business
1. Fee Schedule: Detailed breakdown of coaching fees, payment terms, and payment methods
2. Service Scope: Comprehensive outline of services included and excluded from the coaching engagement
3. Consent Forms: Required authorization forms for data processing and information sharing
Authors
Client
Coach
Coaching Agreement
Confidential Information
Fees
Personal Data
Privacy Policy
Service Period
Coaching Session
Financial Goals
Financial Information
Initial Assessment
Payment Terms
Intellectual Property
Coaching Materials
Business Day
Force Majeure
Termination Notice
Applicable Laws
Regulatory Requirements
Data Protection Legislation
Consent
Professional Boundaries
Scope of Services
Financial Status
Goals and Objectives
Service Scope
Confidentiality
Data Protection
Privacy
Fees and Payment
Cancellation
Termination
Disclaimers
Client Responsibilities
Coach Responsibilities
Professional Boundaries
Communication
Emergency Contacts
Consent
Record Keeping
Liability
Insurance
Complaints Procedure
Referrals
Amendments
Governing Law
Signature and Declaration
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