Client Onboarding Questionnaire
Welcome to the Wealth Action Planners family, we are glad to have you! In order for us to provide excellent service to you, we encourage you to answer a few questions.

PROFILE
This section is used to create your profile. Per our privacy policy, we do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. We will not disclose the nonpublic personal information we collect about our clients to anyone except as necessary.

This information will be used to create birthday reminders and to send you important information. Upon termination of the agreement, your information will be handled per the client agreement.
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What is your name?
What is your address?
What is your email address?
What is your Date of Birth?
MM
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DD
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YYYY
Do you have a social media account?
If you answered yes, would you be willing to share your handle, so that Wealth Action Planners can make a connection?
Clear selection
If you answered yes to the above question, please list your handle names and platforms. 
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