{"product_id":"financial-goal-intake-questionnaire-builder","title":"Financial Goal Intake Questionnaire Builder","description":"\u003cdiv\u003eBuilds a tailored financial planning discovery questionnaire of 40-55 questions across 8 sections, calibrated to a client's life stage, asset level, stated goals, and risk profile, with rationale notes and follow-up prompts for advisors. Use when onboarding a new financial planning client, preparing for an annual review, or standardizing a discovery process for a specific client segment.\u003c\/div\u003e\u003cdiv\u003e\u003c\/div\u003e\u003cdiv\u003e\u003cem\u003eThis skill is delivered as a \u003ccode\u003e.zip\u003c\/code\u003e archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (\u003ccode\u003e~\/.claude\/skills\/\u003c\/code\u003e) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.\u003c\/em\u003e\u003c\/div\u003e","brand":"penguin tree ai","offers":[{"title":"Default Title","offer_id":52263654654254,"sku":"financial-goal-intake-questionnaire-builder","price":5.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0982\/4203\/6014\/files\/financial-goal-intake-questionnaire-builder_7e15a093-2a2b-4394-9eb0-6ce4bbc2c0d4.png?v=1782956799","url":"https:\/\/penguintree.ai\/products\/financial-goal-intake-questionnaire-builder","provider":"penguin tree ai","version":"1.0","type":"link"}