Consultation Questionnaire

Consultation Questionnaire

To help maximize our time together in the first meeting, please complete this secure form to help us get to know you and understand what is most important. Once submitted, our team will reach out within 1 business day to schedule a time on the calendar. We look forward to meeting you!
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 NameLast Name
Marital Status*
Spouse Name*

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

MonthDayYear
Date
Home Address*

Street

Unit / Apt #

CityState

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

MonthDayYear
Date
Spouse Date of Birth*

MonthDayYear
Date
Employment Status*
Spouse Employment Status*
Combined Household Income*
Approximate Net Worth*
(i.e. All assets including your home, less debts)
Liquid Investable Assets*
(i.e. Cash, taxable investments, and all retirement assets including employer plans)
$1MM Investment Minimum Per Household

We are currently accepting new clients who have greater than $1MM in investable assets per household.

While our full-service approach to wealth management and planning may be best suited for individuals and families who are already well-established on their stewardship journey, we also view our work as a marketplace ministry. In that spirit, we may make exceptions to our investing minimums if we believe it is a good fit to work together for the long term.

We also offer complimentary financial planning sessions to all children of our clients, to assist with legacy planning and to help prepare the next generation of stewards.
Additional Questions
When you think about money, what concerns, needs, or feelings come to mind?*
What is the most important thing we can do for you?*
How did you hear about us?*
What is the best way to reach you to schedule your complimentary initial consultation?
If by phone, what is the best time of day to reach you?
Would you prefer an in-office visit or virtual appointment?
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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