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 ▶
LifeGuide Essentials helps you cut through the noise, make wise decisions, and avoid costly mistakes. Your qualified team of fiduciary advisors will take a laser-focused approach as they 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!
Get Started with LifeGuide Essentials
Year 1:
$1,395
(or $129/mo)
First year Essentials Coaching, Advice, and Planning fee reduces to $695 (or $69/mo) with enrollment in Essentials Investment Management and $150,000 or more invested.
Essentials Coaching, Advice, & Planning subscription includes five hours of advisor time per year. 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 enrolled in any of LifeGuide’s planning and coaching programs. For complete details, please refer to our latest filed form ADV.
Get Started with LifeGuide Essentials ▸ What to Expect ▸
Year 1:
$1,395
(or $129/mo)
First year Essentials Coaching, Advice, and Planning fee reduces to $695 (or $69/mo) with enrollment in Essentials Investment Management and $150,000 or more invested.
Essentials Coaching, Advice, & Planning subscription includes five hours of advisor time per year. 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 enrolled in any of LifeGuide’s planning and coaching programs. For complete details, please refer to our latest filed form ADV.
Get Started with LifeGuide Essentials ▸ What to Expect ▸
Year 1:
$1,945
(or $179/mo)
First year Essentials+ Coaching, Advice, and Planning fee reduces to $975 (or $89/mo) with enrollment in Essentials Investment Management and $150,000 or more invested.
Everything in LifeGuide Essentials, 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 enrolled in any of LifeGuide’s planning and coaching programs. For complete details, please refer to our latest filed form ADV.
Get Started with LifeGuide Essentials+ Retirement Income Planning ▸ What to Expect ▸
Take your LifeGuide Essentials service even farther with in-house, personalized, and plan-centric investment management.*
1.15%of assets under direct management
*Requires minimum one year subscription to LifeGuide Essentials Planning, Coaching, & Advice. No minimum investment management fee while enrolled in LifeGuide Essentials Coaching, Advice, & Planning. Minimum investment management fee of $49 per month if not enrolled in LifeGuide Essentials Planning, Coaching, & Advice. For complete details, please refer to our latest filed form ADV.
And what do you benefit if you gain the whole world but lose your own soul? (Mark 8:36) At LifeGuide, we believe money is a tool and not the end goal itself. Life should be exciting, fun, and deeply fulfilling. True fulfillment comes from leaning fully into the life you’re called and designed to live—a life of peace, freedom, and impact! With LifeGuide Essentials, we help you to take an eternal view of your finances and empower you to champion the people and causes you’re most passionate about.
Finances can be complicated and confusing. Discouragement and embarrassment easily take root because we feel we’re starting too late, have made some bad decisions, or have put important matters off for too long. But it’s not important what you have or haven’t done—it’s where you go from here. With LifeGuide Essentials, we combine the collective experience of a team of qualified CFP® and CKA® professionals to define where you are, where you want to go, and the actionable NextSteps to get you there.
We’ve been longtime fans of Dave Ramsey’s principles and Financial Peace University (FPU). Our Managing Partner, Doug Denlinger, is a SmartVestor Pro. We integrate Dave’s philosophy into our advice and processes, and our advisors are well-versed in Dave’s principles. We’ve designed LifeGuide Essentials to help Dave’s fans get maximum results by helping them apply FPU’s practices to their personal situation.
Click “Get Started with LifeGuide Essentials” and select a convenient time for your free, no obligation, no pressure intro meeting. This meeting will help us understand your current financial picture and what you would like to accomplish.
Your FirstStep meeting is next! We will help you clarify your goals, organize your financial picture, and prepare your financial assessment. We will highlight opportunity areas and identify your FirstSteps—your most important, immediate, and actionable first steps toward your goals.
Your financial life is a dynamic journey, not a destination. Priorities and situations change. After your FirstStep meeting, we meet together every 90 days throughout the first year to check in, review progress, and define and adjust the right NextSteps for your journey.
We believe personalized, quality financial advice should be available to everyone. By taking a laser-focused, results-driven approach to managing finances, LifeGuide Essentials provides a modern, fresh, and accessible financial advising experience for all regardless of age, income, or net worth. If you’re looking for action-oriented financial planning to help you take the next steps on your journey, our LifeGuide Essentials program is for you!
This is a great question! Choosing a financial advisor is a critically important decision that has material implications not only on you, but your family and future generations as well. Our encouragement is to do your due diligence when researching a financial advisor.
At LifeGuide, we provide a faith-based, biblical approach to financial advising. We believe money is a means to an end—a tool to help you live your most impactful life! At a glance, we:
See what our clients are saying about us »
*Assets and client statistics as of 1/7/2022; Client statistics includes insurance clients
We require a minimum one year commitment to LifeGuide Essentials Coaching, Advice, & Planning or Essentials+ with Retirement Income Planning for our Essentials Investment Management. Here’s why:
We don’t know what your money should do for you until we know what you want to do with your money.
Many firms out there are more than happy to manage your accounts without any kind of planning. Not us. As fiduciaries, we’re obligated and responsible to work for your best interest, and this means helping you lay the right foundation for a life of financial peace, freedom, and impact. Planning is at the heart of everything we do and is deeply integrated into our investment management and asset protection services.
If after the first year you wish to discontinue your enrollment in LifeGuide Essentials Coaching, Advice, & Planning or Essentials+ with Retirement Income Planning, no problem! Depending on your account size you may be subject to a minimum investment management fee of $49 per month in order to cover the servicing, oversight, and trading of your account.
We have been big fans of Dave Ramsey’s financial principles and Financial Peace University for many years. We’ve designed LifeGuide Essentials and our NextStep process 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.