Hello Valued Client,

Thank you for taking the time to complete this. Please complete as much as possible; note that your progress will be saved.

Please upload documents on page 9 of this questionnaire.

Upon filling out the requested information, the advisor may create a Financial Plan based on your financial goals. This Plan will help lay out short-term and long-term goals and strategies for achieving them.

When you are ready to start, click the Start button below.

Thank You,

The Whitaker-Myers Wealth Managers Team