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Your Name
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2
Your contact person here at Core Planning (or NA if not applicable)
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3
Please tell us a little more about yourself.
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4
What's your most pressing concern around your current finances?
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5
How would you describe the communication with your current financial provider?
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I do not currently work with an advisor.
My advisor and I rarely communicate.
We communicate somewhat regularly.
We communicate and collaborate often.
I do not currently work with an advisor.
My advisor and I rarely communicate.
We communicate somewhat regularly.
We communicate and collaborate often.
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6
How are fees assessed by your current financial provider?
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Not sure / I would like help determining
Commission only
Fee-Based (commission + fee)
Fee-Only
Not sure / I would like help determining
Commission only
Fee-Based (commission + fee)
Fee-Only
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7
If we have additional questions or need clarification around something, may we contact you via email?
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NO
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8
Your Email
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9
Securely Upload Statements for Review
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