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 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.
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. total assets less debts)
Liquid Investable Assets*
(i.e. investment assets excluding real estate, business ownership, etc.)
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.
Please indicate if any of the following apply:*

WidowedFull-time ministry vocationMy parents are active clientsExtended family/relative of an active client
Additional Questions
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 mouthInternet searchRadio (Moody or FaithFi broadcast)Kingdom Advisors (find a CKA)Ministry fundraiser (event sponsor)
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 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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