The Financial Coaching Intake Form is a crucial document used when establishing a new client relationship in financial coaching services. It serves as the foundation for understanding the client's financial situation, goals, and needs while ensuring compliance with U.S. federal and state regulations. This form typically includes sections for personal information, financial status, objectives, and necessary authorizations. It helps coaches assess client needs, maintain regulatory compliance, and establish clear communication channels while protecting both parties' interests.
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1. Personal Information: Basic contact details, identification, and demographic information of the client
2. Financial Status Overview: Current financial situation including income, expenses, assets, and liabilities
3. Goals and Objectives: Client's financial goals and desired outcomes from coaching services
4. Privacy Statement: Information handling and confidentiality policies in compliance with GLBA and state privacy laws
5. Consent and Authorization: Client's agreement to information collection and usage, including electronic signature authorization
1. Special Circumstances: Section for documenting unique financial situations or requirements specific to the client
2. Third-Party Authorization: Optional permission to share information with other financial professionals or advisors
3. Cultural or Religious Considerations: Section for documenting specific financial practices based on cultural or religious beliefs
1. Document Checklist: List of required financial documents and records needed for coaching services
2. Service Agreement Terms: Detailed terms and conditions of the coaching services including scope and limitations
3. Fee Schedule: Comprehensive breakdown of coaching fees, payment terms, and conditions
4. Privacy Policy: Detailed privacy and data protection policies in compliance with federal and state regulations
Relevant legal definitions
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