HURLOW WEALTH MANAGEMENT GROUP
What would you like to use this form for?
Full Planning Meeting Summary
Complete form with all sections — risk assessment, billing, next meeting, action items, and more
New Account Opening / Funding Request
Streamlined form focused on client info, accounts, funding strategies, and investment models
HURLOW WEALTH MANAGEMENT GROUP
New Account Opening Form
Mode:
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Client Information
+ Add Client
Meeting Date
Advisors
John Hurlow
Mike Carson
Gordon Nesbit
Derek Grimmer
Claire Kest
Eldon McCabe
Dawnetta Cooper
Alex Kapsalis
Henry Rowe
Braden Yu
Colton Riggs
Other
Location
-- Select --
Bloomington Office
Indianapolis Office
Virtual
Other
Other Location
Investment Strategy
Will client's accounts be managed as part of a Target Portfolio?
No
Yes
Target Portfolio Model
-- Select Model --
10-P
20-P
30-P
40-P
50-P
60-P
65-P
70-P
80-P
90-P
100-P
100-Bonds-P
Custom Target
Custom Target Instructions for Trading Team
Ability to Take Risk
-- Select --
100% Equities
90% Equities
80% Equities
70% Equities
60% Equities
50% Equities
40% Equities
30% Equities
20% Equities
10% Equities
0% Equities
Need to Take Risk
-- Select --
100% Equities
90% Equities
80% Equities
70% Equities
60% Equities
50% Equities
40% Equities
30% Equities
20% Equities
10% Equities
0% Equities
Desired Risk Level
-- Select --
100% Equities
90% Equities
80% Equities
70% Equities
60% Equities
50% Equities
40% Equities
30% Equities
20% Equities
10% Equities
0% Equities
Accounts
+ Add Another Account
Billing Information
Family Billing
No
Yes
Family Name
Financial Planning Fee?
No
Yes
Financial Planning Fee Start Date
Fee Amount
Fee Frequency
-- Select --
Month
Quarter
Semi-Annual
Annual
Recalculation Frequency
-- Select --
Annual
Quarterly
Custom
Recalculation Notes
Billing Notes
Other Concerns
Other Concerns
Next Meeting
Was next meeting scheduled during the Planning Meeting?
-- Select --
Yes
No
Next Meeting Date
Next Meeting Time
-- Select --
7:00 AM
7:30 AM
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
Action item for CST to add meeting to calendar and Salesforce will be automatically added to Word Doc
Action item for CST to schedule next meeting will be automatically added to Word Doc
Action Items for Hurlow Team
CST Action Items
Action item — "Work with client to open and fund accounts as described above" will be added to the Word document automatically
Action Items for Client
Client Action Items
Additional Notes
Global Notes
Generate Internal Summary
Generate Client-Facing Summary