Schedule a Consultation with DonSchedule a Consultation with Don "*" indicates required fields Total estimated investment assets you want to be managed professionally?*Do not include your current employer (i.e. 401k, 403b, Simple IRA, etc) retirement accounts unless you're retiring soon.- Please Choose an Option -Under $100K$100K - $499K$500K - $999K$1M - $2.9M$3M+Name* First Last Where do you currently live?* City - Choose a State -AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State What is your current age?*Mobile Phone*If you don't have a mobile phone, please enter a good contact number.Email* Enter Email Confirm Email Marital Status?*- Choose a Status -SingleMarriedDivorcedWidowedAre you retired?*- Choose an Option -YesNoWhat are your overall goals in working with our firm?* Professional investment management Financial and retirement planning Managing income for retirement Other Select AllOther goal* Is Faith-based* investing important to you?**Faith-based investing is a more common name but we specifically practice Biblically-Responsible Investing which is a type of Faith-based investing. You can learn more by visiting our Investment Management Services page (click here).- Choose an Option -YesNoNot sure what it isHow long have you been with your current advisor?*- Choose an Option -10+ years5-10 years0-5 yearsI’ve never worked with an advisorWhy are you considering leaving your current advisor?* Unhappy with customer service Unhappy with investment returns Looking for a change Other Select AllOther reason* How did you hear about us?*Internet searchOur podcastReferralOtherIf you don’t mind, can you tell us who referred you? (Optional) Other* Why are you interested in working with our firm?* I’m looking for a Christian advisor I’m interested in faith-based investing I’m looking for a fee-based, commission-free advisor (known as a fiduciary) Other Select AllOther* How would you like to meet?* Video Call In-person Phone Zoom*In-Person*Phone*Financial Advisor Consultation Price: $50.00 Total Payment*This is a refundable deposit if you attend the appointment as well as if you cancel or reschedule at least two business days in advance. As a fee-based, fiduciary advisory firm, we do not receive commissions of any kind and are only paid based on assets under management.Card Details Cardholder Name Investment management and financial planning are available for households with at least $100K in liquid investment assets.NameThis field is for validation purposes and should be left unchanged.
