Financial Plan Submission Form

Financial Plan Submission Form

Once you have completed this form submission, place all relevant documents and the completed fact finder inside the client's internal files.
Are you submitting this form on behalf of yourself?*
Submitter Name

First NameLast Name
Submitter Email
example@example.com
Advisor Name*

First NameLast Name
MM ID #*
First Advisor Billing Split*
Split Case?
Second Advisor Name

First NameLast Name
Second Advisor MM ID#
Second Advisor Billing Split
Third Advisor Name

First NameLast Name
Third Advisor MM ID #
Third Advisor Billing Split
Fourth Advisor Name

First NameLast Name
Fourth Advisor MM ID #
Fourth Advisor Billing Split
Fifth Advisor Name

First NameLast Name
Fifth Advisor MM ID #
Fifth Advisor Billing Split
Total Advisor Billing Split - Must Equal 100 to Submit Form
Would you like to add additional team members to receive case notifications?*
Additional Email 1
example@example.com
Additional Email 2
example@example.com
Additional Email 3
example@example.com
Additional Email 4
example@example.com
Client Name*

First NameLast Name
Is this a New Plan or Renewal Plan?*
What Type of Case?*
Planning Fee Charged?*
What is the Client's Household Income?
What are the Client's Investable Assets?
New Opportunity Assets (Moveable)?
Currently Managed Assets?
Output Type?*
Additional Output (select all desired items)

Implementation ScheduleGoal TrackerAdditional Retirement ScenariosDecision Center BuildoutMonte CarloExecutive SummaryBudget from bank/credit card statementsBizEquity AnalysisMorningstar SnapshotsEstate Flow ChartYCharts Reports (for registered YCharts users only)
What does CPRG need to know about the client that is not in the fact finder?
Business Hours ID
Record Type ID
Account ID
Case Owner (Queue)
Status
Case Origin
Should be Empty: