Client Discovery Interview Questions 2026

1. Click ‘Get Form’ to open the Client Discovery Interview Questions in the editor.
2. Begin with the 'Lifestyle' section. Answer questions about your career, strengths, and personal interests. This helps establish a comprehensive understanding of your current situation.
3. Move to the 'Family Issues' section. Reflect on your family dynamics and financial responsibilities. Provide insights into lessons taught to children regarding money and any concerns you have for the future.
4. In the 'Investment and Risk' section, evaluate your investment experiences and feelings towards risk. Share your knowledge level about investing and how it impacts your financial planning.
5. Proceed to the 'Goals' section. Outline your financial aspirations for yourself and your family, including retirement plans and desired opportunities over the next few years.
6. Complete the 'Philanthropy and Estate' section by detailing charitable support and legacy considerations. If applicable, express interest in developing an estate plan.
7. Finally, address 'Advisor Expectations'. Share past experiences with financial advisors and outline what you expect from this relationship moving forward.

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