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Client Portal

Our client portal provides the tools to manage your financial information, track your progress, and communicate with your LifeGuide team.

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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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.

Login ▸ Learn More ▸

Charles Schwab Account Access

Access your Schwab 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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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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Align your faith and finances

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