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About Us

Helping families achieve financial peace, freedom, and eternal impact

At LifeGuide, we want our clients to live their most impactful, fulfilled lives—the lives they’re called to live! We see money not as the end goal in itself, but as a tool to meet needs and turn goals into reality. For every client who comes through our doors, we desire to take the stress, complexity, and fear out of financial management. Ready to get started?

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About Us

Our Values

  • We are stewards, not owners.
  • We focus on impact, not just profits.
  • We believe that team success is more important than individual recognition.
  • We bring our best to everything; we never know what is in the bag.
  • We believe that long-term relationships are more important than short-term objectives.
  • We do what we say and build trust by honoring commitments.
  • We operate out of an abundance mentality and encourage, share, and celebrate with others.

Our Values

  • We are stewards, not owners.
  • We focus on impact, not just profits.
  • We believe that team success is more important than individual recognition.
  • We bring our best to everything; we never know what is in the bag.
  • We believe that long-term relationships are more important than short-term objectives.
  • We do what we say and build trust by honoring commitments.
  • We operate out of an abundance mentality and encourage, share, and celebrate with others.
About Us

Our Culture & Method

As a fiduciary firm, we act in your best interest, period. We take a team-based approach and care deeply about personal service, long-term relationships, continual learning, meticulous follow-through, and purposeful focus. We help our clients navigate the complexities of their financial journey without the burden of having to question whether or not their financial advisor has their best interest in mind.

As a firm, we:

  • Operate as a fee-based* independent Registered Investment Advisor
  • Help our clients navigate everything from day-to-day tasks to major life decisions and situations
  • Root our advice in a biblical worldview
  • Fully embrace Kingdom Advisors financial principles and seek to cultivate and inspire a spirit of extravagant generosity in our clients
  • Utilize a team-centric, ensemble practice approach to financial advising (as explained in this post by Michael Kitces.) In fact, all of our advisors are salary-based instead of commission-based.
Our Services » Meet Our Team »
About Us

Our Beliefs

Biblical principles guide how we advise our clients, treat our employees, utilize our profits, and lead our personal lives. Here are our beliefs around key topics:

Financial Success

Principles for Financial Success

  1. Recognize that God owns it all
  2. Take a long-term view
  3. Spend less than you earn
  4. Plan for financial margin
  5. Minimize the use of debt
  6. Be generous

Lifestyle

The Bible does not explicitly define an appropriate lifestyle. Financial contentment is not achieved by arriving at a particular lifestyle but rather from living within the means of God’s provision.

Investing

Investing is a means to an end, not an end in and of itself. Wealth is generally built by systematically saving over time. There is wisdom in seeking professional counsel and following a principled investment strategy in the context of a comprehensive LifePlan.

Net Worth

It is not possible to accumulate enough to feel financially secure, significant, or fulfilled. Each person’s “ENOUGH” is unique to them and should be determined through prayer and careful planning. Net worth is only a measure of God’s provision and not of significance or success.

Generosity & Giving

Generosity is core to the character of God. Since we are created in His image, we were made to give. Giving benefits both the receiver and the donor. Generosity is an effective antidote for greed. Giving should be done regularly, cheerfully, intentionally, and proportionately to income.

Goals & Guardrails

Goals and guardrails help us identify and prioritize what we value most. Goals are to be achieved. Guardrails are not to be violated. Effective planning begins with short and long-term goals. Goals are a statement of faith and one way to see God at work. Goals are measured in terms of desired results and time. Guardrails help keep us on track by alerting us when we need to correct course.

Debt

Borrowing is not in and of itself wrong. Chronic, consumptive borrowing causes stress, limits financial flexibility, and mortgages the future. Debt often becomes a barrier to peace and fulfillment. A husband and wife should be in harmony about borrowing decisions. It is important to teach children about the dangers of debt. One of the keys to financial freedom is becoming totally debt free.

Insurance

Insurance is an integral part of a comprehensive LifePlan. Purchasing appropriate insurance does not demonstrate a lack of faith but rather prudent planning. Using insurance to protect against every risk and achieve total peace of mind is not possible. Only God can provide true peace and security.

Taxes

Careful tax planning with the goal of not paying unnecessary taxes is prudent. However, it should never be the ultimate driving force in financial decisions. Taxes should be calculated and paid honestly. In many ways, taxes are an indicator of God’s blessings.

Legacy Planning

Legacy planning is more than just estate planning. Both money and wisdom can be passed on for future generations. Money left without wisdom can have unforeseen and undesirable consequences. Legacy planning should begin early in life and consider the impact on beneficiaries as its primary objective. Fair does not always mean equal. Beneficiaries should appropriately be prepared and not surprised by legacy planning decisions.

Helping families achieve financial peace, freedom,
and eternal impact.

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