creativeplanning.com
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Submitted URL: http://www.creativeplanninglegal.com/
Effective URL: https://creativeplanning.com/services/business/legal/?utm_source=creativeplanninglegal&utm_medium=referral&utm_campaign=creat...
Submission: On April 02 via manual from DE — Scanned from NL
Effective URL: https://creativeplanning.com/services/business/legal/?utm_source=creativeplanninglegal&utm_medium=referral&utm_campaign=creat...
Submission: On April 02 via manual from DE — Scanned from NL
Form analysis 7 forms found in the DOM
GET https://creativeplanning.com/
<form method="get" class="search-form navigation-search" action="https://creativeplanning.com/">
<input type="search" class="search-field" value="" name="s" title="Search">
</form>https://creativeplanning.com/
<form class="mega-search expand-to-left mega-search-closed" role="search" action="https://creativeplanning.com/">
<span class="genericon genericon-search search-icon"></span>
<input type="submit" value="Search">
<input type="text" aria-label="What are you looking for?" data-placeholder="What are you looking for?" name="s" placeholder="">
</form>https://creativeplanning.com/
<form class="mega-search mega-search-open" role="search" action="https://creativeplanning.com/">
<span class="dashicons dashicons-search search-icon"></span>
<input type="submit" value="Search">
<input type="text" aria-label="Search..." data-placeholder="Search..." placeholder="Search..." name="s">
</form>GET https://creativeplanning.com/
<form method="get" class="search-form navigation-search" action="https://creativeplanning.com/">
<input type="search" class="search-field" value="" name="s" title="Search">
</form>https://creativeplanning.com/
<form class="mega-search expand-to-left mega-search-closed" role="search" action="https://creativeplanning.com/">
<span class="genericon genericon-search search-icon"></span>
<input type="submit" value="Search">
<input type="text" aria-label="What are you looking for?" data-placeholder="What are you looking for?" name="s" placeholder="">
</form>https://creativeplanning.com/
<form class="mega-search mega-search-open" role="search" action="https://creativeplanning.com/">
<span class="dashicons dashicons-search search-icon"></span>
<input type="submit" value="Search">
<input type="text" aria-label="Search..." data-placeholder="Search..." placeholder="Search..." name="s">
</form>POST /services/business/legal/?utm_source=creativeplanninglegal&utm_medium=referral&utm_campaign=creativeplanninglegal#gf_62
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_62" id="gform_62" class="modalram" action="/services/business/legal/?utm_source=creativeplanninglegal&utm_medium=referral&utm_campaign=creativeplanninglegal#gf_62"
data-formid="62" novalidate="">
<div class="gform-body gform_body">
<div id="gform_page_62_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_62" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_114"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_114">
<div id="modalramstep1"></div>
</div>
<div id="field_62_32"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_32"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-1.png"></noscript><img class=" lazyloaded"
src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-1.png" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-1.png">
<h3 class="modalh3">Let's Get to Know You</h3>
</div>
<div id="field_62_106" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_106"><label class="gfield_label gform-field-label" for="input_62_106">First Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_106" id="input_62_106" type="text" value="" class="large" tabindex="10" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_62_107" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_107"><label class="gfield_label gform-field-label" for="input_62_107">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_107" id="input_62_107" type="text" value="" class="large" tabindex="11" aria-required="true" aria-invalid="false"> </div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_62_102" class="gform_next_button gform-theme-button button" value="Next" tabindex="12"
onclick="jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_2" class="gform_page" data-js="page-field-id-102" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_2" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_115"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_115">
<div id="modalramstep2"></div>
</div>
<div id="field_62_104"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_104"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-2.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-2.png">
<h3 class="modalh3">Where is your primary residence?</h3>
</div>
<div id="field_62_51" class="gfield gfield--type-select gfield--input-type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_51"><label class="gfield_label gform-field-label" for="input_62_51">Country<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_51" id="input_62_51" class="large gfield_select" tabindex="13" aria-required="true" aria-invalid="false">
<option value="United States" selected="selected">United States</option>
<option value="Canada">Canada</option>
<option value="United Kingdom">United Kingdom</option>
<option value="Afghanistan">Afghanistan</option>
<option value="Albania">Albania</option>
<option value="Algeria">Algeria</option>
<option value="American Samoa">American Samoa</option>
<option value="Andorra">Andorra</option>
<option value="Angola">Angola</option>
<option value="Anguilla">Anguilla</option>
<option value="Antarctica">Antarctica</option>
<option value="Antigua and Barbuda">Antigua and Barbuda</option>
<option value="Argentina">Argentina</option>
<option value="Armenia">Armenia</option>
<option value="Aruba">Aruba</option>
<option value="Australia">Australia</option>
<option value="Austria">Austria</option>
<option value="Azerbaijan">Azerbaijan</option>
<option value="Bahamas">Bahamas</option>
<option value="Bahrain">Bahrain</option>
<option value="Bangladesh">Bangladesh</option>
<option value="Barbados">Barbados</option>
<option value="Belarus">Belarus</option>
<option value="Belgium">Belgium</option>
<option value="Belize">Belize</option>
<option value="Benin">Benin</option>
<option value="Bermuda">Bermuda</option>
<option value="Bhutan">Bhutan</option>
<option value="Bolivia">Bolivia</option>
<option value="Bonaire, Sint Eustatius and Saba">Bonaire, Sint Eustatius and Saba</option>
<option value="Bosnia and Herzegovina">Bosnia and Herzegovina</option>
<option value="Botswana">Botswana</option>
<option value="Bouvet Island">Bouvet Island</option>
<option value="Brazil">Brazil</option>
<option value="British Indian Ocean Territory">British Indian Ocean Territory</option>
<option value="Brunei Darussalam">Brunei Darussalam</option>
<option value="Bulgaria">Bulgaria</option>
<option value="Burkina Faso">Burkina Faso</option>
<option value="Burundi">Burundi</option>
<option value="Cambodia">Cambodia</option>
<option value="Cameroon">Cameroon</option>
<option value="Cape Verde">Cape Verde</option>
<option value="Cayman Islands">Cayman Islands</option>
<option value="Central African Republic">Central African Republic</option>
<option value="Chad">Chad</option>
<option value="Chile">Chile</option>
<option value="China">China</option>
<option value="Christmas Island">Christmas Island</option>
<option value="Cocos Islands">Cocos Islands</option>
<option value="Colombia">Colombia</option>
<option value="Comoros">Comoros</option>
<option value="Congo, Democratic Republic of the">Congo, Democratic Republic of the</option>
<option value="Congo, Republic of the">Congo, Republic of the</option>
<option value="Cook Islands">Cook Islands</option>
<option value="Costa Rica">Costa Rica</option>
<option value="Croatia">Croatia</option>
<option value="Curaçao">Curaçao</option>
<option value="Cyprus">Cyprus</option>
<option value="Czech Republic">Czech Republic</option>
<option value="Côte d'Ivoire">Côte d'Ivoire</option>
<option value="Denmark">Denmark</option>
<option value="Djibouti">Djibouti</option>
<option value="Dominica">Dominica</option>
<option value="Dominican Republic">Dominican Republic</option>
<option value="Ecuador">Ecuador</option>
<option value="Egypt">Egypt</option>
<option value="El Salvador">El Salvador</option>
<option value="Equatorial Guinea">Equatorial Guinea</option>
<option value="Eritrea">Eritrea</option>
<option value="Estonia">Estonia</option>
<option value="Eswatini (Swaziland)">Eswatini (Swaziland)</option>
<option value="Ethiopia">Ethiopia</option>
<option value="Falkland Islands">Falkland Islands</option>
<option value="Faroe Islands">Faroe Islands</option>
<option value="Fiji">Fiji</option>
<option value="Finland">Finland</option>
<option value="France">France</option>
<option value="French Guiana">French Guiana</option>
<option value="French Polynesia">French Polynesia</option>
<option value="French Southern Territories">French Southern Territories</option>
<option value="Gabon">Gabon</option>
<option value="Gambia">Gambia</option>
<option value="Georgia">Georgia</option>
<option value="Germany">Germany</option>
<option value="Ghana">Ghana</option>
<option value="Gibraltar">Gibraltar</option>
<option value="Greece">Greece</option>
<option value="Greenland">Greenland</option>
<option value="Grenada">Grenada</option>
<option value="Guadeloupe">Guadeloupe</option>
<option value="Guam">Guam</option>
<option value="Guatemala">Guatemala</option>
<option value="Guernsey">Guernsey</option>
<option value="Guinea">Guinea</option>
<option value="Guinea-Bissau">Guinea-Bissau</option>
<option value="Guyana">Guyana</option>
<option value="Haiti">Haiti</option>
<option value="Heard and McDonald Islands">Heard and McDonald Islands</option>
<option value="Holy See">Holy See</option>
<option value="Honduras">Honduras</option>
<option value="Hong Kong">Hong Kong</option>
<option value="Hungary">Hungary</option>
<option value="Iceland">Iceland</option>
<option value="India">India</option>
<option value="Indonesia">Indonesia</option>
<option value="Iraq">Iraq</option>
<option value="Ireland">Ireland</option>
<option value="Isle of Man">Isle of Man</option>
<option value="Israel">Israel</option>
<option value="Italy">Italy</option>
<option value="Jamaica">Jamaica</option>
<option value="Japan">Japan</option>
<option value="Jersey">Jersey</option>
<option value="Jordan">Jordan</option>
<option value="Kazakhstan">Kazakhstan</option>
<option value="Kenya">Kenya</option>
<option value="Kiribati">Kiribati</option>
<option value="Kuwait">Kuwait</option>
<option value="Kyrgyzstan">Kyrgyzstan</option>
<option value="Lao People's Democratic Republic">Lao People's Democratic Republic</option>
<option value="Latvia">Latvia</option>
<option value="Lebanon">Lebanon</option>
<option value="Lesotho">Lesotho</option>
<option value="Liberia">Liberia</option>
<option value="Libya">Libya</option>
<option value="Liechtenstein">Liechtenstein</option>
<option value="Lithuania">Lithuania</option>
<option value="Luxembourg">Luxembourg</option>
<option value="Macau">Macau</option>
<option value="Macedonia">Macedonia</option>
<option value="Madagascar">Madagascar</option>
<option value="Malawi">Malawi</option>
<option value="Malaysia">Malaysia</option>
<option value="Maldives">Maldives</option>
<option value="Mali">Mali</option>
<option value="Malta">Malta</option>
<option value="Marshall Islands">Marshall Islands</option>
<option value="Martinique">Martinique</option>
<option value="Mauritania">Mauritania</option>
<option value="Mauritius">Mauritius</option>
<option value="Mayotte">Mayotte</option>
<option value="Mexico">Mexico</option>
<option value="Micronesia">Micronesia</option>
<option value="Moldova">Moldova</option>
<option value="Monaco">Monaco</option>
<option value="Mongolia">Mongolia</option>
<option value="Montenegro">Montenegro</option>
<option value="Montserrat">Montserrat</option>
<option value="Morocco">Morocco</option>
<option value="Mozambique">Mozambique</option>
<option value="Myanmar">Myanmar</option>
<option value="Namibia">Namibia</option>
<option value="Nauru">Nauru</option>
<option value="Nepal">Nepal</option>
<option value="Netherlands">Netherlands</option>
<option value="New Caledonia">New Caledonia</option>
<option value="New Zealand">New Zealand</option>
<option value="Nicaragua">Nicaragua</option>
<option value="Niger">Niger</option>
<option value="Nigeria">Nigeria</option>
<option value="Niue">Niue</option>
<option value="Norfolk Island">Norfolk Island</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Norway">Norway</option>
<option value="Oman">Oman</option>
<option value="Pakistan">Pakistan</option>
<option value="Palau">Palau</option>
<option value="Palestine, State of">Palestine, State of</option>
<option value="Panama">Panama</option>
<option value="Papua New Guinea">Papua New Guinea</option>
<option value="Paraguay">Paraguay</option>
<option value="Peru">Peru</option>
<option value="Philippines">Philippines</option>
<option value="Pitcairn">Pitcairn</option>
<option value="Poland">Poland</option>
<option value="Portugal">Portugal</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Qatar">Qatar</option>
<option value="Romania">Romania</option>
<option value="Russia">Russia</option>
<option value="Rwanda">Rwanda</option>
<option value="Réunion">Réunion</option>
<option value="Saint Barthélemy">Saint Barthélemy</option>
<option value="Saint Helena">Saint Helena</option>
<option value="Saint Kitts and Nevis">Saint Kitts and Nevis</option>
<option value="Saint Lucia">Saint Lucia</option>
<option value="Saint Martin">Saint Martin</option>
<option value="Saint Pierre and Miquelon">Saint Pierre and Miquelon</option>
<option value="Saint Vincent and the Grenadines">Saint Vincent and the Grenadines</option>
<option value="Samoa">Samoa</option>
<option value="San Marino">San Marino</option>
<option value="Sao Tome and Principe">Sao Tome and Principe</option>
<option value="Saudi Arabia">Saudi Arabia</option>
<option value="Senegal">Senegal</option>
<option value="Serbia">Serbia</option>
<option value="Seychelles">Seychelles</option>
<option value="Sierra Leone">Sierra Leone</option>
<option value="Singapore">Singapore</option>
<option value="Sint Maarten">Sint Maarten</option>
<option value="Slovakia">Slovakia</option>
<option value="Slovenia">Slovenia</option>
<option value="Solomon Islands">Solomon Islands</option>
<option value="Somalia">Somalia</option>
<option value="South Africa">South Africa</option>
<option value="South Georgia">South Georgia</option>
<option value="South Korea">South Korea</option>
<option value="South Sudan">South Sudan</option>
<option value="Spain">Spain</option>
<option value="Sri Lanka">Sri Lanka</option>
<option value="Sudan">Sudan</option>
<option value="Suriname">Suriname</option>
<option value="Svalbard and Jan Mayen Islands">Svalbard and Jan Mayen Islands</option>
<option value="Sweden">Sweden</option>
<option value="Switzerland">Switzerland</option>
<option value="Taiwan">Taiwan</option>
<option value="Tajikistan">Tajikistan</option>
<option value="Tanzania">Tanzania</option>
<option value="Thailand">Thailand</option>
<option value="Timor-Leste">Timor-Leste</option>
<option value="Togo">Togo</option>
<option value="Tokelau">Tokelau</option>
<option value="Tonga">Tonga</option>
<option value="Trinidad and Tobago">Trinidad and Tobago</option>
<option value="Tunisia">Tunisia</option>
<option value="Turkey">Turkey</option>
<option value="Turkmenistan">Turkmenistan</option>
<option value="Turks and Caicos Islands">Turks and Caicos Islands</option>
<option value="Tuvalu">Tuvalu</option>
<option value="US Minor Outlying Islands">US Minor Outlying Islands</option>
<option value="Uganda">Uganda</option>
<option value="Ukraine">Ukraine</option>
<option value="United Arab Emirates">United Arab Emirates</option>
<option value="Uruguay">Uruguay</option>
<option value="Uzbekistan">Uzbekistan</option>
<option value="Vanuatu">Vanuatu</option>
<option value="Vietnam">Vietnam</option>
<option value="Virgin Islands, British">Virgin Islands, British</option>
<option value="Virgin Islands, U.S.">Virgin Islands, U.S.</option>
<option value="Wallis and Futuna">Wallis and Futuna</option>
<option value="Western Sahara">Western Sahara</option>
<option value="Yemen">Yemen</option>
<option value="Zambia">Zambia</option>
<option value="Zimbabwe">Zimbabwe</option>
<option value="Åland Islands">Åland Islands</option>
</select></div>
</div>
<div id="field_62_7" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_7" data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_62_7">ZIP Code<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_62_7" type="text" value="" class="large" tabindex="14" aria-required="true" aria-invalid="false" data-conditional-logic="visible"> </div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_108" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="15"
onclick="jQuery("#gform_target_page_number_62").val("1"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("1"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_108"
class="gform_next_button gform-theme-button button" value="Next" tabindex="16" onclick="jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_3" class="gform_page" data-js="page-field-id-108" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_3" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_116"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_116">
<div id="modalramstep3"></div>
</div>
<div id="field_62_109"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_109"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-3.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-3.png">
<h3 class="modalh3">How May We Reach You?</h3>
</div>
<div id="field_62_2" class="gfield gfield--type-email gfield--input-type-email gfield--width-full modalemail gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_2"><label class="gfield_label gform-field-label" for="input_62_2">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_62_2" type="email" value="" class="large" tabindex="17" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_62_3" class="gfield gfield--type-phone gfield--input-type-phone modalphone gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_3"
data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_62_3">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_62_3" type="tel" value="" class="large" tabindex="18" aria-required="true" aria-invalid="false" data-conditional-logic="visible"></div>
</div>
<div id="field_62_52" class="gfield gfield--type-phone gfield--input-type-phone gfield--width-full modalphone gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_52" data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_52">International Phone<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_52" id="input_62_52" type="tel" value="" class="large" tabindex="19" aria-required="true" aria-invalid="false" disabled="disabled"></div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_24" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="20"
onclick="jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_24"
class="gform_next_button gform-theme-button button" value="Next" tabindex="21" onclick="jQuery("#gform_target_page_number_62").val("4"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("4"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_4" class="gform_page" data-js="page-field-id-24" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_4" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_117"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_117">
<div id="modalramstep4"></div>
</div>
<div id="field_62_111"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_111"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-4.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-4.png">
<h3 class="modalh3">Did Someone Refer You to Creative Planning?</h3>
</div>
<fieldset id="field_62_112" class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_112">
<legend class="gfield_label gform-field-label">Were you referred?</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_62_112">
<div class="gchoice gchoice_62_112_0">
<input class="gfield-choice-input" name="input_112" type="radio" value="Yes" id="choice_62_112_0" onchange="gformToggleRadioOther( this )" tabindex="22">
<label for="choice_62_112_0" id="label_62_112_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
</div>
<div class="gchoice gchoice_62_112_1">
<input class="gfield-choice-input" name="input_112" type="radio" value="No" id="choice_62_112_1" onchange="gformToggleRadioOther( this )" tabindex="23">
<label for="choice_62_112_1" id="label_62_112_1" class="gform-field-label gform-field-label--type-inline">No</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_62_80"
class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_80" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">By whom?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_62_80">
<div class="gchoice gchoice_62_80_0">
<input class="gfield-choice-input" name="input_80" type="radio" value="An employee of Creative Planning referred me" id="choice_62_80_0" onchange="gformToggleRadioOther( this )" tabindex="24" disabled="disabled">
<label for="choice_62_80_0" id="label_62_80_0" class="gform-field-label gform-field-label--type-inline">Creative Planning employee</label>
</div>
<div class="gchoice gchoice_62_80_1">
<input class="gfield-choice-input" name="input_80" type="radio" value="Referral from existing client" id="choice_62_80_1" onchange="gformToggleRadioOther( this )" tabindex="25" disabled="disabled">
<label for="choice_62_80_1" id="label_62_80_1" class="gform-field-label gform-field-label--type-inline">Creative Planning client</label>
</div>
</div>
</div>
</fieldset>
<div id="field_62_81" class="gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_81" data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_81">Client Name<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_81" id="input_62_81" type="text" value="" class="large" tabindex="26" aria-required="true" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_83" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_83"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_83">Prefix Client</label>
<div class="ginput_container ginput_container_text"><input name="input_83" id="input_62_83" type="text" value="Client Referral:" class="large" tabindex="27" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_82" class="gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_82" data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_82">Employee Name<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_82" id="input_62_82" type="text" value="" class="large" tabindex="28" aria-required="true" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_84" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_84"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_84">Prefix Employee</label>
<div class="ginput_container ginput_container_text"><input name="input_84" id="input_62_84" type="text" value="Employee Referral:" class="large" tabindex="29" aria-invalid="false" disabled="disabled"> </div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_110" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="30"
onclick="jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_110"
class="gform_next_button gform-theme-button button" value="Next" tabindex="31" onclick="jQuery("#gform_target_page_number_62").val("5"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("5"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_5" class="gform_page" data-js="page-field-id-110" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_5" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_118"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_118">
<div id="modalramstep5"></div>
</div>
<div id="field_62_49"
class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_49" data-conditional-logic="visible"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-5.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-5.png">
<h3 class="modalh3">What is the Approximate Amount of Your Investable Assets?</h3>
</div>
<div id="field_62_12" class="gfield gfield--type-select gfield--input-type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_12"
data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_62_12">Investable Assets<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_62_12" class="large gfield_select" tabindex="32" aria-required="true" aria-invalid="false" data-conditional-logic="visible">
<option value="" selected="selected" class="gf_placeholder">Select Range</option>
<option value="$100,000 to $500,000">$100,000 to $500,000</option>
<option value="$500,000 to $1 million">$500,000 to $1 million</option>
<option value="$1 million to $2 million">$1 million to $2 million</option>
<option value="$2 million to $5 million">$2 million to $5 million</option>
<option value="$5 million to $10 million">$5 million to $10 million</option>
<option value="$10 million to $25 million">$10 million to $25 million</option>
<option value="$25 million to $100 million">$25 million to $100 million</option>
<option value="Over $100 million">Over $100 million</option>
</select></div>
</div>
<fieldset id="field_62_67"
class="gfield gfield--type-consent gfield--type-choice gfield--input-type-consent gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_67" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Consent Checkbox<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_consent"><input name="input_67.1" id="input_62_67_1" type="checkbox" value="1" tabindex="33" aria-required="true" aria-invalid="false" disabled="disabled"> <label
class="gform-field-label gform-field-label--type-inline gfield_consent_label" for="input_62_67_1">By checking this box, I agree to provide Creative Planning with personal information and understand they won't sell this information to
a third party. For more information on how we safeguard your personal information, please refer to our <a href="/privacy-policy/" class="modallink">privacy policy</a>.</label><input type="hidden" name="input_67.2"
value="By checking this box, I agree to provide Creative Planning with personal information and understand they won't sell this information to a third party. For more information on how we safeguard your personal information, please refer to our <a href="/privacy-policy/" class="modallink">privacy policy</a>."
class="gform_hidden" disabled="disabled"><input type="hidden" name="input_67.3" value="24" class="gform_hidden" disabled="disabled"></div>
</fieldset>
<div id="field_62_15" class="gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_15">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_15">Referral Source<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_62_15" type="text" value="" class="large" maxlength="500" tabindex="34" aria-required="true" aria-invalid="false">
<div class="charleft ginput_counter gfield_description" aria-live="polite">0 of 500 max characters</div>
</div>
</div>
<div id="field_62_61" class="gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_61">
<div class="ginput_container ginput_container_text"><input name="input_61" id="input_62_61" type="hidden" class="gform_hidden" aria-invalid="false"
value="Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/123.0.0.0 Safari/537.36"></div>
</div>
<div id="field_62_27" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_27">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_27">Marketing Keycode</label>
<div class="ginput_container ginput_container_text"><input name="input_27" id="input_62_27" type="text" value="" class="medium" tabindex="35" aria-invalid="false"> </div>
</div>
<div id="field_62_119" class="gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_119">
<div class="ginput_container ginput_container_text"><input name="input_119" id="input_62_119" type="hidden" class="gform_hidden" aria-invalid="false" value="GFID62-RAMMODAL"></div>
</div>
<div id="field_62_18" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_18">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_18">UTM Source</label>
<div class="ginput_container ginput_container_text"><input name="input_18" id="input_62_18" type="text" value="" class="medium" tabindex="36" aria-invalid="false"> </div>
</div>
<div id="field_62_19" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_19">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_19">UTM Medium</label>
<div class="ginput_container ginput_container_text"><input name="input_19" id="input_62_19" type="text" value="" class="medium" tabindex="37" aria-invalid="false"> </div>
</div>
<div id="field_62_21" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_21">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_21">UTM Term</label>
<div class="ginput_container ginput_container_text"><input name="input_21" id="input_62_21" type="text" value="" class="medium" tabindex="38" aria-invalid="false"> </div>
</div>
<div id="field_62_20" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_20">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_20">UTM Campaign</label>
<div class="ginput_container ginput_container_text"><input name="input_20" id="input_62_20" type="text" value="" class="medium" tabindex="39" aria-invalid="false"> </div>
</div>
<div id="field_62_22" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_22">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_22">UTM Content</label>
<div class="ginput_container ginput_container_text"><input name="input_22" id="input_62_22" type="text" value="" class="medium" tabindex="40" aria-invalid="false"> </div>
</div>
<div id="field_62_35" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_hidden" data-js-reload="field_62_35">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_35">LP URL</label>
<div class="ginput_container ginput_container_text"><input name="input_35" id="input_62_35" type="text"
value="https://creativeplanning.com/services/business/legal/?utm_source=creativeplanninglegal&utm_medium=referral&utm_campaign=creativeplanninglegal" class="large" maxlength="500" tabindex="41" aria-invalid="false">
<div class="charleft ginput_counter gfield_description" aria-live="polite">141 of 500 max characters</div>
</div>
</div>
<div id="field_62_47" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_47"
data-conditional-logic="visible">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_47">Website</label>
<div class="ginput_container ginput_container_text"><input name="input_47" id="input_62_47" type="text" value="Website" class="large" tabindex="42" aria-invalid="false" data-conditional-logic="visible"> </div>
</div>
<div id="field_62_100" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_100"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_100">charlie-ram</label>
<div class="ginput_container ginput_container_text"><input name="input_100" id="input_62_100" type="text" value="charlie-ram" class="large" tabindex="43" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_97" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_97"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_97">Wealth Management</label>
<div class="ginput_container ginput_container_text"><input name="input_97" id="input_62_97" type="text" value="Wealth Management" class="large" tabindex="44" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_96" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_96"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_96">Children's Mercy</label>
<div class="ginput_container ginput_container_text"><input name="input_96" id="input_62_96" type="text" value="Children's Mercy" class="large" tabindex="45" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_85" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_85"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_85">Radio</label>
<div class="ginput_container ginput_container_text"><input name="input_85" id="input_62_85" type="text" value="Radio" class="large" tabindex="46" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_89" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_89"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_89">Catholic Embed</label>
<div class="ginput_container ginput_container_text"><input name="input_89" id="input_62_89" type="text" value="Catholic Focus" class="large" tabindex="47" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_86" class="gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_86">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_86">Referral Source<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_86" id="input_62_86" type="text" value="" class="large" tabindex="48" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_62_46" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_46"
data-conditional-logic="hidden" style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_46">Referral Partner</label>
<div class="ginput_container ginput_container_text"><input name="input_46" id="input_62_46" type="text" value="Referral Partner" class="large" tabindex="49" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_64" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_64"
data-conditional-logic="hidden" style="display: none;">
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