---
title: "Financial planning qualifier Template | RightMessage"
description: "Qualify prospective financial planning clients by financial situation, investable assets, planning needs, and advisor relationship status, then route qualified leads to a meeting and others to free resources."
canonical: "https://rightmessage.com/templates/progressive-qualifier-finance"
last-updated: 2026-08-27
---

# Financial planning qualifier

Qualify prospective financial planning clients by financial situation, investable assets, planning needs, and advisor relationship status, then route qualified leads to a meeting and others to free resources.

Match the right clients to the right advisor

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)

Best for

Financial planning firms qualifying high-net-worth prospects

## Explore the flow.

Drag to pan, use the controls to zoom, or focus the canvas and navigate with the arrow keys.

Flows/**Financial planning qualifier**

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## Questions in this template:

You can tweak any of these questions after installation.

1. 01

   ### What best describes your current financial focus?

   - Building Wealth
   - Preserving What I Have
   - Planning for Retirement

2. 02

   ### How would you describe your investment experience?

   - Just Getting Started
   - Some Experience
   - Experienced Investor

3. 03

   ### What is the approximate value of your investable assets?

   - Under $100k
   - $100k-$500k
   - Over $500k

4. 04

   ### When are you planning to retire?

   - 10+ Years From Now
   - 5-10 Years From Now
   - Within 5 Years

5. 05

   ### What kind of help are you looking for?

   - A Comprehensive Financial Plan
   - An Investment Portfolio Review
   - General Financial Guidance

6. 06

   ### Do you currently work with a financial advisor?

   - Yes, and I Am Happy
   - Yes, but Looking to Switch
   - No, I Need One

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## Want to build this in your account?

Start with the mapped flow, then keep only the questions, logic, and next steps that fit your campaign.

[Start with this template](https://app.rightmessage.com/register?nocc=true)[Browse all templates](https://rightmessage.com/templates)