Welcome
A Personal Note from the Whitaker-Myers Wealth Managers Team

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

Click here to add information related to your spouse or partner.

Click here to add information related to your spouse or partner.

Thank you for taking the time to complete this.


I am looking forward to discussing this during our Financial Plan meeting!


Thanks again.


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Kelly Kranstuber
kkranstuber@whitakerwealth.com
+1 330-345-3950
Welcome1Personal Details2Employment & Income3Family Members4Retirement Plans5Insurance6Assets7Liabilities8Expenses & Taxes9Document uploads