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Our Financial Planning Process

Thank You For The Opportunity For Us To Work With You

At Whitsell Financial Partners, we know how important planning is, so we prepared this Confidential Questionnaire to help us understand where you are today, and where you want to be, as well as to help you create strategies for your goals.




 Understanding Our Process

Our process of working with you is one that is on-going. Our goal is to become a trusted advisor and work with you and your other advisors to help make sure you are implementing strategies to help you work toward your goals. Throughout our process, we will use monitoring tools that will allow us to see your progress.

Every Situation is Different

While this is a comprehensive view, not everything is applicable to your current situation. If something does not apply, please leave it blank, if you have questions about specific sections, please contact us.

What To Do Next

Please fill out our comprehensive Comprehensive Questionnaire and return it to our offices prior to our appointment. That will allow us to review your information. If we have not scheduled an appointment, our office will contact you to schedule a time for us to meet.  

What Will We Review?


While you are filling out our comprehensive Confidential Questionnaire, we will cover most of the topics listed in the pyramid on this page. Please take your time and fill out the information as accurately as possible. Please refer to your statements as necessary. At the end you will find a list of documents, including statements that we ask you to bring to our appointment. Thank you again for the opportunity and we look forward to meeting with you.