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. Our service offering, LifeGuide Signature, provides clients with complex financial needs the level of personalized, comprehensive planning and integrated investment management they deserve.
With LifeGuide Signature, you get a team of fiduciaries—including RLP®, CKA®, and CFP® professionals—who take a personalized and comprehensive approach to financial planning. Your advisory team will help you organize and align all aspects of your financial life, make wise and proactive decisions, and equip you to make a lasting impact on the people and causes closest to your heart.
— For those with investable assets or income $450k+ —
Financial Life Planning is at the heart of LifeGuide Signature. We’ve combined the planning elements and methodologies from the Kinder Institute, the CFP® Board, and Kingdom Advisors to create our own Biblical Financial Life Planning designed to help you organize, simplify, and align all areas of your financial life.
At a glance:
For complete details, please refer to our latest filed form ADV »
Get Started with LifeGuide Signature » What to Expect »
Financial Life Planning is at the heart of LifeGuide Signature. We’ve combined the planning elements and methodologies from the Kinder Institute, the CFP® Board, and Kingdom Advisors to create our own Biblical Financial Life Planning designed to help you organize, simplify, and align all areas of your financial life.
At a glance:
For complete details, please refer to our latest filed form ADV »
Get Started with LifeGuide Signature » What to Expect »
We see money as a tool, not the end goal in itself. As a LifeGuide Signature client, we design and manage a personalized, dynamic investment strategy that deeply integrates with your Financial LifePlan. We monitor and adjust your portfolio as life unfolds and markets change, helping you turn your goals into reality.
At a glance:
For complete details, please refer to our latest filed form ADV »
Get Started with LifeGuide Signature » What to Expect »
No one anticipates the unexpected happening to them. Pre-mature death, injury, or illness can change life in an instant. Navigating the world of insurance can be complex and overwhelming. We understand the insurance landscape and will help you maintain the appropriate insurance to protect who and what matters most.
At a glance:
For complete details, please refer to our latest filed form ADV »
Get Started with LifeGuide Signature » What to Expect »
No one anticipates the unexpected happening to them. Pre-mature death, injury, or illness can change life in an instant. Navigating the world of insurance can be complex and overwhelming. We understand the insurance landscape and will help you maintain the appropriate insurance to protect who and what matters most.
At a glance:
For complete details, please refer to our latest filed form ADV »
Get Started with LifeGuide Signature » What to Expect »
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.
This includes:
“And what do you benefit if you gain the whole world but lose your own soul?” (Mark 8:36) At LifeGuide, we believe life should be exciting, fun, and deeply fulfilling. Money should be a tool and never the end goal itself. True fulfillment comes from leaning fully into the life you’re uniquely called and designed to live—a life filled with peace, freedom, and impact! As a LifeGuide Signature client, we help you take an eternal view of your finances to leave a meaningful and lasting impact on the people and causes that matter most to you.
A plan is useless if it simply sits on the shelf. In order to do financial planning right, we believe it has to be custom tailored and fully integrated. Through our robust Financial Life Planning process, we take into account every aspect of your life, values, finances, and goals to create a practical, dynamic, and stress-tested financial roadmap for you and your family. Your Financial Life Plan is designed to integrate deeply into your life to provide clarity, create a shared financial language with your family, and lay the foundation for ongoing wise decision making.
Life get’s busy, and it’s easy to let important matters unintentionally fall to the back burner. Which is why we don’t just create your Financial Life Plan—we help you live it! We come alongside you to encourage, inspire, and ensure that what’s most important stays most important. We help you “get it done” by providing guidance for life’s most important moments and a steady, objective voice in the midst of chaos. We come alongside your family and help you equip future generations to receive their inheritance as a financial blessing.
— LifeGuide Signature requires a minimum asset or income level of $450,000. —
LifeGuide Signature clients pay a consolidated Wealth Management Fee—a fee that includes all Signature Financial Life Planning, Investment Management, and ongoing coaching services. Because your financial situation is unique, your fee is based on the complexity of your financial situation, household income, investable assets, and the amount we’re directly managing.
Your fee includes in-house oversight, management, and trading of the accounts we directly manage using our preferred custodian, TD Ameritrade Institutional. It also includes advice on the accounts you either can’t or shouldn’t move to our direct management, such as your current employer retirement accounts or annuities with surrender charges.
As a LifeGuide Signature client, you may qualify for family householding discounts, waived fees on your current employer retirement accounts (401k, TSP, 403b), and ministry discounts.
We will gladly provide you with a personalized Wealth Management Fee proposal once we understand your specific needs and situation. To give you an idea, below are some fee examples if you have all of your investments invested directly with us:
| Total Account Balance Invested Directly with LifeGuide | Annual Wealth Management Fee | Marginal Fee Tier (Fee charged on the next dollar) |
| $12,500,000 | 0.51% | 0.37% |
| $7,500,000 | 0.60% | 0.37% |
| $3,000,000 | 0.78% | 0.60% |
| $1,500,000 | 0.96% | 0.60% |
| $750,000 | 1.22% | 0.93% |
| $450,000 | 1.37% | 1.30% |
If your income happens to be higher than your investable assets or if you choose to have LifeGuide manage only a portion of your investments on our platform, we are happy to customize your Wealth Management Fee to meet your needs. Your fee may include a flat monthly amount for providing advice on your outside accounts and/or a one-time fee for constructing your initial plan. We will clearly explain all the details in your personalized Signature proposal.
Click “Get Started with LifeGuide Signature” and you’ll be directed to complete an intro questionnaire. This brief, five-minute online questionnaire gives us a sense of your financial picture and what you’re hoping to accomplish through our work together.
Once we receive your questionnaire, we’ll reach out to schedule your complimentary Exploration Meeting with one of our Senior Advisors where we’ll get to know one another and answer your questions. After our meeting, we’ll provide you with a personalized proposal outlining our services and how much it will cost.
After you sign your proposal, we get to work helping you clarify, align, and manage your finances around what’s most important. As life unfolds, you’ll have a team around you to help you make wise decisions, stay on track, and correct course as needed.
Our business model is simple: Create raving fans by equipping and inspiring our clients to achieve financial peace, freedom, and impact. We operate as fiduciaries focused on your success and best interests. We don’t lock you in by charging up-front commissions (or any investment commissions for that matter). We don’t require long-term contracts or require you move all of your assets under our direct management—although most of our clients do.
See what clients are saying about us on Google »Our business model is simple: Create raving fans by equipping and inspiring our clients to achieve financial peace, freedom, and impact. We operate as fiduciaries focused on your success and best interests. We don’t lock you in by charging up-front commissions (or any investment commissions for that matter). We don’t require long-term contracts or require you move all of your assets under our direct management—although most of our clients do.
See what clients are saying about us on Google »
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.