Figure out what's wrong; list the symptoms and what you dislike about the current situation in contrast to a preferred situation. (sciencemag.org)
You will be asked to complete anywhere from 2 - 6 pages of information about your current situation as well as your history. (professional-resume-example.com)
They should explain that they need to ask questions about your current situation as well as your financial goals, both long term and short term. (moneysmart.gov.au)