Case Consulting Request


For more information about this service, explore this Financial Planning Case Consulting page or email financial.planning@lpl.com.



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Getting Started

Before submitting a request, please carefully review both the Included and Not Included sections of this Financial Planning Case Consulting page and answer the following questions.

Have you reviewed the Financial Planning Case Consulting Resource Center page?*
Are you seeking Financial Planning Case Consulting?*
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Before submitting a request, please carefully review this Financial Planning Case Consulting page then change your answer to the question above from "No" to "Yes".

FP Software Selection

FP Process Improvement

Charging for FP

WealthVision/eMoney Support

MoneyGuide Support

RightCapital Support

Product Consulting

LPL Advisory Platform


Annuities


Insurance


Alternative Investments


More Products

Trust Review

Paraplanning Services

  • If you're already subscribed to Paraplanning Services, then use the Comprehensive Advice app (located in ClientWorks under Menu > LPL Business Solutions > Comprehensive Advice) to message your Plan Manager and/or request a Plan.


  • If you're not already subscribed to Paraplanning Services, then complete the e-form on the Paraplanning Services website so that someone can contact you to discuss options.

Please tell us what type of support you're seeking so that we can either help or introduce partners who can help.

Advisor Information

Please input the following information about yourself (if you are the Advisor) or the Advisor (if you are requesting help for someone else).

Which software (if any) do you use for Financial Planning?

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Client Information

Please input the following information about your client.

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Please input the full dollar value. Example: $1,500,000 not $1.5m

Please input the full dollar value. Example: $1,500,000 not $1.5m

Please input the full dollar value. Example: $1,500,000 not $1.5m

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Case Information

The more we know about your client's financial circumstances and objectives, the better we can help.

Select the top 2-3 topics you wish to discuss.

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What else should we know about your clients financial circumstances and objectives?

The more we know about your client's financial circumstances and objectives, the better we can help.

Upload documents such as a Financial Plan, Net Worth Statement, Account Statements, Estate Documents, Tax Forms, etc.

Drag and drop files here or

Meeting Objectives

What do you expect to accomplish during our case consultation? (choose all that apply and/or type alternate expectations)

Select or enter value
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