With Essentials Paid Consulting, you get a team of fiduciary advisors who will take a laser-focused approach to help you get on track and stay there. Wherever you are on your financial journey—whether you’re just getting started, planning your retirement, or anything in between—we’re here to help you take the right next step!
Essentials Paid Consulting programs are for those with investable assets less than $450k.
$1,250
(or $110/mo)
Additional time and advanced planning services are available for an additional fee. LifeGuide’s Survivor Assistance Program is offered at no additional cost for clients actively enrolled in any of LifeGuide’s Essentials Paid Consulting programs. For complete details, please refer to our latest filed form ADV.
$1,250
(or $110/mo)
Additional time and advanced planning services are available for an additional fee. LifeGuide’s Survivor Assistance Program is offered at no additional cost for clients actively enrolled in any of LifeGuide’s Essentials Paid Consulting programs. For complete details, please refer to our latest filed form ADV.
$2,500
(or $220/mo)
Everything in Essentials Planning & Coaching, plus:
Additional time and advanced planning services are available for an additional fee. LifeGuide’s Survivor Assistance Program is offered at no additional cost for clients actively enrolled in any of LifeGuide’s Essentials Paid Consulting programs. For complete details, please refer to our latest filed form ADV.
We believe personalized, quality financial advice should be available to everyone. By taking a laser-focused, results-driven approach to managing finances, LifeGuide’s Essentials Paid Consulting programs provide a modern, fresh, and accessible financial advising experience for all, regardless of age, income, or net worth.
If you have less than $450k in investable assets and are looking for action-oriented financial planning to help you take the next steps on your journey, Essentials Paid Consulting is for you!
More than $450k in investable assets? Learn more about our comprehensive service offerings designed for you.
We’ve built LifeGuide’s Essentials Paid Consulting programs from the ground up to provide a modern, results-driven approach to financial planning. Every meeting has been carefully designed to assess your needs, provide inspiration, and equip you to take the NextStep on your financial journey.
Meeting overview:
During your first official meeting as a LifeGuide client (a complimentary, no-strings-attached introductory KickOff Meeting), we will get to know each other and work to understand your financial situation and what you are hoping to accomplish. In this discussion, we’ll:
After we have all the information needed, we will get to work organizing your financial picture, performing your financial assessment, and identifying your FirstStep goals. In this meeting, we’ll:
Breaking larger goals into actionable, attainable NextSteps creates momentum. And these small successes add up over time. Our six-month NextStep check-in meeting allows us to provide guidance, advice, and motivation throughout the year. In your NextStep meeting, we’ll:
Life happens, circumstances change, and goals evolve. At the end of our year together, we’ll meet for our OnTrack Annual Review where we’ll:
We have been big fans of Dave Ramsey’s financial principles and Financial Peace University for many years. We’ve designed our Essentials Paid Consulting programs to seamlessly pick up right where FPU leaves off, offering personalized advice and coaching for those working through their Baby Steps.
Our advisory teams integrate Dave’s principles into the advice we provide and truly embrace “the heart of a teacher” style of financial consulting. Doug Denlinger, our Managing Partner, is a SmartVestor Pro.
It depends. Through our Essentials Paid Consulting programs, we will discuss your options with you and let you know if we are able to manage your investments in-house.
LifeGuide’s Essentials Paid Consulting programs are designed to be highly actionable and results-driven for those with relatively straightforward planning needs and less than $450k in investable assets.
Our comprehensive service offerings are tailored to those with more complex financial situations and with more than $450k in investable assets.
Yes! At LifeGuide, your family is our family. All clients actively enrolled in an Essentials Paid Consulting program receive complimentary Survivor Assistance in the unfortunate event of a death in the family.
We can not say enough about LifeGuide. They are a faith based financial advisor group that truly makes you feel like family. They truly appreciate their clients and set you at ease. They are endorsed by Dave Ramsey (Financial Peace University) and we recommend them to all age groups. They have helped guide us financially as our family has grown and our career paths have changed.As posted in Tara's Google Review
The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.