Schedule a Consultation "*" indicates required fields Estimated range of 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+Can you share a more specific estimate?*Do not include your current employer (i.e. 401k, 403b, Simple IRA, etc) retirement accounts unless you're retiring soon.Please enter a number greater than or equal to 100000.This field is hidden when viewing the formTier GenesisThank you for your interest but we do not offer consultations for households with less than $100K in estimated assets for management. However, we do offer our Tier Genesis service with access to our Biblically-Responsible, Professional Investment Management. Click to learn moreThis field is hidden when viewing the form$100K+PLEASE NOTE: Your meeting is not confirmed unless you click the button "Click Here to Confirm Appointment" and are redirected to the Thank You page.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*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?*- Choose a Status -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 In-person Phone In addition to email, select how you would like to be contacted* Text Message Phone Call This field is hidden when viewing the formAdvisorMatthew BarrovecchioDon VandeVanterThis field is hidden when viewing the formAdvisor IDMatthew BarrovecchioThis field is hidden when viewing the formGreminders DatetimeCommentsThis field is for validation purposes and should be left unchanged.
