---
title: "Financial planning scoring and match Template | RightMessage"
description: "Score prospects on net worth, financial complexity, and urgency. Qualified prospects are matched with an advisor. Unqualified prospects receive self-service tools and guides."
canonical: "https://rightmessage.com/templates/scored-qualifier-branching-finance"
last-updated: 2026-08-27
---

# Financial planning scoring and match

Score prospects on net worth, financial complexity, and urgency. Qualified prospects are matched with an advisor. Unqualified prospects receive self-service tools and guides.

Match qualified prospects to the right advisor

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

Best for

Wealth management firms with multiple advisor specialties

## Explore the flow.

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

Flows/**Financial planning scoring and match**

Drag to pan

## Questions in this template:

You can tweak any of these questions after installation.

1. 01

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

   - Under $100k
   - $100k-500k
   - $500k-2M
   - Over $2M

2. 02

   ### How would you describe your financial situation?

   - Simple savings and retirement
   - Multiple accounts and investments
   - Business ownership, trusts, or estate

3. 03

   ### How soon are you looking to get professional guidance?

   - Just exploring
   - Planning within 6 months
   - Need help now

4. 04

   ### What is your primary financial goal right now?

   - Retirement planning
   - Wealth growth
   - Tax optimization

5. 05

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

   - No advisor currently
   - Looking to switch advisors
   - Want a second opinion

6. 06

   ### How would you prefer to meet with an advisor?

   - Phone call
   - Video meeting
   - In-person

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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)