Second Opinion Intake

1
Your Name* This field is required.
2
Your contact person here at Core Planning (or NA if not applicable)* This field is required.
3
Please tell us a little more about yourself.* This field is required.
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4
What's your most pressing concern around your current finances?* This field is required.
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5
How would you describe the communication with your current financial provider?* This field is required.
I do not currently work with an advisor.
My advisor and I rarely communicate.
We communicate somewhat regularly.
We communicate and collaborate often.
6
How are fees assessed by your current financial provider?* This field is required.
Not sure / I would like help determining
Commission only
Fee-Based (commission + fee)
Fee-Only
7
If we have additional questions or need clarification around something, may we reach out to you via email?
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8
Your Email* This field is required.
9
Securely Upload Statements for Review* This field is required.
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