Make a difference! Join us April 26th & 27th for our 2024 Community Impact Project. Learn More ▶
Make a difference! Join us April 26th & 27th for our 2024 Community Impact Project. Learn More ▶
Too often, unattended or mismanaged finances result in missed opportunities, costly mistakes, and sadly, even relational fallout. Through Christian faith-based Financial Life Planning, Investment Management, and Survivor Assistance services, we help you steward your resources well and make wise financial decisions.
LifeGuide’s comprehensive services are designed for those with $450k+ in investable assets.
Comprehensive, biblical Financial Life Planning is at the heart of the work we do at LifeGuide. While many planning processes simply help clients maximize their net worth, we’ve designed our Financial Life Planning to help you align your faith and finances and make an eternal, Kingdom impact with your life and money. Your plan:
We see money as a tool, not the end goal in itself. Your personalized, fee-only Investment Management deeply integrates with your Financial LifePlan to help you live intentionally, confidently, and with peace. Your investment strategy:
We see money as a tool, not the end goal in itself. Your personalized, fee-only Investment Management deeply integrates with your Financial LifePlan to help you live intentionally, confidently, and with peace. Your investment strategy:
At LifeGuide, your family is our family. In the unfortunate event of a death in the family, your loved ones have a trusted team to help them manage their finances and walk through the grieving process. Survivor Assistance provides you and your family:
LifeGuide advisors are paid a salary and do not receive any commissions or kickbacks. As a fee-only, fiduciary advisor, our only source of income is the fees we charge for our services.
Not a cent. We are a NAPFA-certified fee-only firm, meaning our only source of income is the fees we charge for our services. We don’t receive any commissions or kickbacks, ever.
Our comprehensive services are designed for those with $450k+ investable assets. Click here to view services and resources designed specifically for those with less than $450k.
We believe it’s important to know upfront not only what you’re getting from your advisor, but how much it will cost. That’s why we’ve put our fee structure front and center on our website. Following your complimentary Exploration Meeting (when we have a complete picture of your unique situation) we’ll provide you with a personalized proposal that will outline exactly how much you can expect to pay.
In order to know what to do with your money, we need to know what you want your money to do. That’s why, currently, we only offer investment management as part of our comprehensive planning services.
We include insurance planning as part of our comprehensive Financial Life Planning process. While we can provide quote recommendations, we do not place insurance policies.
We’re excited to see many within the industry adopting goals- and values-based financial planning. Yet, while many financial planning processes can help you maximize your net worth, they fall short of helping you be a faithful and wise steward. Our Financial Life Planning process has been adapted from leading planning frameworks and provides truly comprehensive, biblically-based Financial Life Planning.
Since working with Zak, Matt, and team they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Would not have been able to transition into retirement without their guidance. I depend on their advice before making financial decisions. Most recently their help with going onto Medicare was most valuable. To summarize my experience with LifeGuide, they really care about us both personally and financially.As posted in Wayne'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.