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.
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.
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.
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 »Access your TD Ameritrade statements, trade confirmations, and tax documents.
Learn More »View your giving fund balance, make contributions, and recommend grants.
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LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.
