Home 2026 Updates
Guidance through life’s biggest transitions
Life’s biggest transitions often bring about some of life’s biggest financial decisions. Whether you’re grieving the loss of a spouse, preparing for retirement, considering a career change, planning a business transition, or discerning how to best steward growing wealth, we’re here to provide the guidance and wisdom you need to confidently take the right next step.
Helping You Navigate
Wealth, Stewardship, & Generosity
As wealth grows, the question often shifts from “Will we have enough?” to “Are we doing enough?” Many of the families we serve want their finances to reflect their faith in Jesus, but aren’t sure how to hold building wealth and giving generously together. We bring your financial plan and your giving together around an eternal perspective, helping you see what’s possible and walking alongside you as you take the next right step!
Helping you answer questions like:
- How much is enough for our family?
- Is building wealth at odds with being generous?
- Should we grow our wealth now so we can give more later?
- How much should we leave to our kids?
- How do we balance enjoying what we have with giving more?
Helping You Navigate
Wealth, Stewardship, & Generosity
As wealth grows, the question often shifts from “Will we have enough?” to “Are we doing enough?” Many of the families we serve want their finances to reflect their faith in Jesus, but aren’t sure how to hold building wealth and giving generously together. We bring your financial plan and your giving together around an eternal perspective, helping you see what’s possible and walking alongside you as you take the next right step!
Helping you answer questions like:
- How much is enough for our family?
- Is building wealth at odds with being generous?
- Should we grow our wealth now so we can give more later?
- How much should we leave to our kids?
- How do we balance enjoying what we have with giving more?
Helping You Navigate
Retirement & Career Transitions
Stepping away from a career, whether to retire or to start something new, raises a lot of questions at once. Can we afford it? What happens to our income, health insurance, and taxes? And beyond the numbers, what are we moving toward? We’re here to help you make the transition with confidence and clarity, and to step into your next chapter with a renewed sense of God-given purpose.
Helping you answer questions like:
- Am I on track? Will we be okay?
- Can I afford to change careers or retire?
- When should I start Social Security?
- How will I replace my paycheck?
- How will changing careers affect my retirement?
- Is God calling me to a career change?
Helping You Navigate
The Loss of a Spouse
Losing a spouse changes nearly every aspect of life. In the midst of grief, it’s hard to know what needs attention now, what can wait, and where to even begin. Having helped many widows through this journey, we’re here to walk alongside you through the early days of the “widow’s fog” and the years that follow, helping you move from uncertainty toward stability, confidence, and hope.
Helping you answer questions like:
- My spouse handled everything. Where do I even start?
- Do I need to make any big financial decisions right now?
- Where will my income come from now?
- Who can I trust? And how do I protect myself from scams or bad advice right now?
Helping You Navigate
The Loss of a Spouse
Losing a spouse changes nearly every aspect of life. In the midst of grief, it’s hard to know what needs attention now, what can wait, and where to even begin. Having helped many widows through this journey, we’re here to walk alongside you through the early days of the “widow’s fog” and the years that follow, helping you move from uncertainty toward stability, confidence, and hope.
Helping you answer questions like:
- My spouse handled everything. Where do I even start?
- Do I need to make any big financial decisions right now?
- Where will my income come from now?
- Who can I trust? And how do I protect myself from scams or bad advice right now?
Helping You Navigate
Business Succession
Selling or transitioning the business you’ve built, whether that’s years away or already underway, raises important questions. What is my business actually worth? How much do I need from it? Who could even afford to buy it? Whether you’re preparing for an outside sale, an internal succession, or passing it on to your children, we’re here to help you plan both for and beyond the transaction.
Helping you answer questions like:
- How much is my business worth?
- How much should I sell my business for?
- Do I need a succession plan? If so, how do I set that up?
- How do I sell my business to employees?
Every relationship starts with a plan.
Comprehensive financial planning is the foundation of everything we do. From there, you can choose the level of support that’s right for you, whether that’s ongoing investment management or managing your investments yourself.
In-House Investment Management
Full Service
You have more important things to do than manage investments, coordinate tax and estate decisions, and keep a financial plan up to date. With LifeGuide Full Service, you’ll partner with a dedicated advisory team that helps oversee every aspect of your financial life, ensuring your plan, investments, and decisions stay aligned as life changes.
No Investment Management
LifeGuide Hourly
Maybe you prefer to manage your own investments but want a trusted partner to help you uncover any blind spots. Or perhaps you’re looking for a faith-based second opinion on your current plan and portfolio. LifeGuide Hourly gives you direct access to a CFP® professional for advice, analysis, and planning, without the commitment of ongoing investment management.
Why LifeGuide?
Faith-Driven
Guidance designed to strengthen your faith and maximize your peace, freedom, and eternal impact—not just your worldly wealth.
Fee-Only
A team of salaried, fiduciary advisors who walk alongside you with the heartfelt care of a true advocate—not commissioned salespeople.
Deeply Comprehensive
Highly analytical planning and investment management that align all areas of life—not isolated investment & tax advice.
Jon & Lynne Baer
The intimacy of sharing financial information, and heart's desires, can be daunting initially. We have found LifeGuide, Brien and Brian in particular, to be trustworthy and helpful throughout the process of discovery, planning and execution as it relates to our financial future. Engagement with LifeGuide will necessarily challenge you, and better equip you to prepare for your own financial future. The partnership with Lifeguide has filled in inevitable knowledge and preparatory gaps, and has given us significant confidence that "we can get there from here". Simply put, they are doing work on our behalf that is helping us make wise provisions for both the present and future. Further, while we are still employed, we recognize the benefits of engaging Lifeguide at an early stage of life would have great benefit for anyone. High marks for trust, expertise, being like-minded about the pull and role of money, and for the personal touch that makes us feel valued.
Chris Durant
My wife and I joined LifeGuide just about 2 years ago. We moved over from one of the huge banks and have been pleased with our decision since Day 1. Zak and his Team guided us through a lot of internal reflection about how we wanted our future to look and then showed us how we could get there. Now fully on board and with Matt as our lead advisor we feel blessed to be a part of such a great group. I have met several other LifeGuide Clients and they all have the same confidence as we do. We receive great personal service, and I look forward to our Quarterly reviews mostly just to see the Team and learn from them. It all starts with Brittany and each time we arrive she sets a great tone for our meeting and Matt really listens and provides us with great advice and direction. I could not recommend a better group of professionals and all-around wonderful people than the Team at LifeGuide.
Robert Teramae
We are so grateful to have had LifeGuide take care of our financial plannng. We especially want to thank Brian, Brien, and Holly for all that they have done. They have given us the security that we needed with my wife retiring and not having a steady income. By giving us guidance and investing our money, we have been more than adequately taken care of. Also, we feel secure about our future with what they have planned for us. It’s like family taking care of us. We feel we can ask any question we have but their explanations of all that they have done has not required us to ask any. We are so happy and grateful to have our future in their hands. They deserve more than 5 stars!!!
John Nesbitt
LifeGuide Financial Advisors have been most helpful in guiding my wife and I through major financial decisions, including when to retire, and handled our investments as well. They are able to put financial concepts in terms we both can understand, and we know they have our best interests in mind and heart. We have peace of mind and the assurance that the values of LifeGuide align very well with our own. They are professional and personable at the same time. We are happy to recommend them!
Jane Conway
I always look forward to meeting with Derek and team for my annual review. Since I am clueless about investing, I appreciate and am thankful for their expertise and how well prepared they are in presenting my portfolio. They are not just concerned about the market, investments, etc., but also how life is for me and my family. They take a lot of time discussing any questions I may have and I never feel rushed or pressured in any way. I highly recommend LifeGuide to anyone who wants to get their finances in order or make sure they are on the right path in whatever season of life they find themselves. Thank you, LifeGuide, for all you do for your clients!
Daniel Goonewardene
My wife and I spent the last year or so working with Life Guide and it was clear from our first meeting that their team is not just knowledgeable but genuinely dedicated to their clients' financial well-being. Their initial assessment was thorough and personalized. They took the time to understand our financial goals, risk tolerance, and future goals, which made us feel confident that their recommendations were tailored specifically to our needs/goals. Their customer service is always above and beyond. Whether we had a quick question or needed a more in-depth discussion, they were always available and happy to help. We especially appreciated the Christ-centered approach to financial management and will continue to apply the knowledge and principles shared for years to come. Special thanks to Brian & Brien for everything!
View all Google Reviews ▸
The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website from 2021 onward. 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.