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Financial Planning Client Profile

Build each client's financial profile: personal details, work situation, goals by time horizon, risk tolerance, assets and liabilities. The groundwork every tailored plan starts from.

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In the Claude connectors directory

Name

First Name

Last Name

Date of Birth

Marital Status

Single Married Divorced Widowed Domestic partnership

Number of Dependents

Address

Street Address

City

State / Province

ZIP / Postal Code

Phone Number

Occupation

Employer Name

Annual Income

Employment Status

Employed full-time Employed part-time Self-employed Unemployed Retired Student

Monthly Household Income

Under $2,500 $2,500-$5,000 $5,000-$7,500 $7,500-$10,000 Over $10,000

Monthly Household Expenses

Under $2,500 $2,500-$5,000 $5,000-$7,500 $7,500-$10,000 Over $10,000

Short-Term Goals (Next 1-3 Years)

Emergency fund Pay off debt Save for a vacation Buy a car Home down payment

Medium-Term Goals (3-5 Years)

Buy a home Education fund Start a business Build an investment portfolio Major renovation

Long-Term Goals (5 Years and Beyond)

Retirement Children's education Estate and legacy Second home Financial independence

Risk Tolerance

Conservative Moderately conservative Moderate Moderately aggressive Aggressive

Investment Preferences

Stocks Bonds Mutual funds Real estate Mixed portfolio

Assets

Home Vehicles Savings Investments Retirement accounts Business ownership

Liabilities

Mortgage Car loan Credit card debt Student loans Personal loans None

Additional Information

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