Your financial situation, goals, and values are unique to you. Cookie cutter plans, generic strategies, and superficial advice only set you up for missed opportunities, frustration, and even failure. At LifeGuide, we offer two distinct service offerings to get and keep you on track.
LifeGuide Signature is our flagship service model that provides personalized, comprehensive planning and integrated investment management for our clients with more complex financial needs.
LifeGuide Essentials is our service model that provides focused coaching, planning, and investment management for our clients with relatively straightforward financial situations.
As a LifeGuide client, you are automatically eligible for LifeGuide’s Survivor Assistance Program at no extra cost. This means that, in the unfortunate event of a death in the family, survivors have peace of mind knowing they have a trusted team to help them manage their new financial reality as they walk through the grieving process.
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $350k. If this isn’t you, please check out our LifeGuide Essentials program.
We are currently accepting a limited number of new Signature clients for 2022.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.