Schedule your Exploration Meeting
The first step in our journey together is a complimentary Exploration Meeting where we’ll get to know each other and define what you’re looking to accomplish through our work together.
Review your proposal
Following your Exploration Meeting, we’ll provide you with a clear proposal outlining what we’ll do together and how much it will cost.
Start your journey
If your proposal looks good and you want to move forward, we’ll schedule your next Financial Life Planning meeting and begin our journey together!
Book your Exploration Meeting today!
Book online by completing the brief questionnaire below or by calling us at (717) 796-1700.
Everyone deserves quality financial advice. Through our Pro Bono Sessions, we offer individuals and families with less than $450k in assets a free, 40-minute session with one of our licensed financial advisors. Bring your questions and concerns, and we’ll help you navigate them and make the best decisions possible!
Learn More & Book a Pro Bono Session ▸Everyone deserves quality financial advice. Through our Pro Bono Sessions, we offer individuals and families with less than $450k in assets a free, 40-minute session with one of our licensed financial advisors. Bring your questions and concerns, and we’ll help you navigate them and make the best decisions possible!
Learn More & Book a Pro Bono Session ▸We have been so pleased working with the folks at LifeGuide. They have been kind, courteous, patient, and professional in their dealings with us. We feel confident that they are helping us achieve our financial goals as they work for and with us. We can’t recommend their services enough.As posted in Sue'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.