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Client Portal

Our client portal provides the tools to manage your financial information, track your progress, communicate with your trusted LifeGuide team, and make wise decisions—all to help you experience peace, realize freedom, and maximize your impact.

Track Your LifePlan Progress

eMoney

Those who know what they have fare better than those who don’t. Powered by eMoney, you can track every aspect of your LifePlan in one place—pulling together all of your important financial information into a single view.

  • Link your accounts to view an up-to-date picture of what you own, spend, and owe.
  • Create and maintain a budget
  • Securely upload and store important documents through your personal vault
Login » Learn More »

eMoney

Those who know what they have fare better than those who don’t. Powered by eMoney, you can track every aspect of your LifePlan in one place—pulling together all of your important financial information into a single view.

  • Link your accounts to view an up-to-date picture of what you own, spend, and owe.
  • Create and maintain a budget
  • Securely upload and store important documents through your personal vault
Login » Learn More »

Monitor Your Portfolio


Black Diamond Wealth Management

As a LifeGuide full-service client, enjoy full, unlimited access to Black Diamond Wealth Management software. When you log in, you’ll be able to view balances, performance, and allocation of your LifeGuide managed accounts in one convenient location.

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Monitor Your Portfolio

Plan Your Legacy

Everplans

Legacy planning is often one of the most important yet neglected aspects of financial well-being. It’s understandable—talking about death is uncomfortable—however, these are areas we need to think through and have a plan around. Through Everplan’s legacy software, we’re giving you the tools to upload and deputize secure documents like wills, legacy letters, logins, and more.

Login » Learn More »

Everplans

Legacy planning is often one of the most important yet neglected aspects of financial well-being. It’s understandable—talking about death is uncomfortable—however, these are areas we need to think through and have a plan around. Through Everplan’s legacy software, we’re giving you the tools to upload and deputize secure documents like wills, legacy letters, logins, and more.

Login » Learn More »

TD Ameritrade Account Access

Access your TD Ameritrade statements, trade confirmations, and tax documents.

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American Funds Account Access

Access your American Funds statements and tax documents.

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Impact Assets Giving Fund Access

View your giving fund balance, make contributions, and recommend grants.

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Schedule a Meeting

Schedule a video, phone, or in-person meeting with your LifeGuide Advisor.

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Blog

Keep up to date with our latest insights, stories, and news.

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Contact Us

Call or email your LifeGuide Advisor.

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