• Initial Consultation Questionnaire

    Please complete this secure form to help us get to know you and understand what is most important to you. Allow 3-5 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.

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  • Minimum Investment Requirement

    Please note that the minimum investment for new clients is $500,000 per household. 

    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 view our work as a marketplace ministry.

    In that spirit, we may make exceptions to our investment minimum to serve widows and those in full-time ministry vocations.

    We also offer complimentary financial planning to all children of existing clients, to assist with legacy planning and help prepare the next generation of stewards.



  • Additional Questions



  • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

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