Initial Consultation Questionnaire

Initial Consultation Questionnaire

Please complete this secure form to help us get to know you and understand what is most important to you. Allow 5-10 minutes to complete all the questions, in order to maximize our time together during the meeting.
Security

All information you share is held in strict confidence, and we will protect your information to the highest standards outlined by SEC, FINRA, state and regulatory agencies. All data is transmitted across a 256 bit SSL (Secure Socket Layer) connection for your protection – the same level of protection used by online banking or e-commerce providers.
Name *

First Name Last Name
Marital Status *
Spouse Name *

First Name Last Name
Wedding Anniversary - we like to celebrate client milestones *

Month Day Year
Date Date Picker Icon

Home Address *

Street
Unit / Apt #
City	State
Zip	Country

Cell Phone *
Preferred Email *
Spouse Email *
Date of Birth *

Month Day Year
Date Date Picker Icon
Spouse Date of Birth *

Month Day Year
Date Date Picker Icon
Employment Status *
Spouse Employment Status *
Combined Household Income *
Approximate Net Worth *
(i.e. total assets less debts)
Liquid Investable Assets *
(i.e. investment assets excluding real estate, business ownership, etc.)
Minimum Investment Requirement

Please note that our minimum investment for new clients is $250,000 per household, and for financial planning-only clients we charge a minimum annual fee of $2,500.

While our full-service approach to wealth management and planning may be best suited for individuals and families who are well-established on their stewardship journey, we also see our work as a marketplace ministry.

Accordingly, we make exceptions to our account minimums to serve widows and those working in full-time ministry. We also offer a complimentary financial plan to the children of existing clients to assist with legacy planning and helping to prepare the next generation of stewards.
Please indicate if any of the following apply: *

Widowed Full-time ministry vocation My parents are active clients Extended family/relative of an active client
How did you get where you are today? *
When you think about money, what concerns, needs, or feelings come to mind? *
What are you most passionate about? *
What is the most important thing we can do for you? *
How did you hear about us? *

Referral / word of mouth Internet search Kingdom Advisors (find a CKA) Radio / Shine 104.9 Ministry event sponsor
Please verify that you are human *
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC
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