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LifGuide Essentials

For those with investable assets or income $350k+

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 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.

Get Started with LifeGuide Signature
LifeGuide Signature

Signature
Financial Life Planning

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:

  • Designed to help you uncover, clarify, and quantify the life you’re called to live and the legacy you want to leave
  • Scenario planning, statistical stress testing, and multi-year tax planning
  • Social Security, pension, large purchase, education funding, and retirement income planning
  • Multi-generational legacy planning and heir preparation
  • Hands-on cash flow management, transaction, and
    decision support
  • Ongoing coaching and advice from your assigned team of qualified fiduciaries, including RLP®, CKA®, and CFP® professionals

For complete details, please refer to our latest filed form ADV »

Get Started with LifeGuide Signature » What to Expect »

Signature
Financial Life Planning

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:

  • Designed to help you uncover, clarify, and quantify the life you’re called to live and the legacy you want to leave
  • Scenario planning, statistical stress testing, and multi-year tax planning
  • Social Security, pension, large purchase, education funding, and retirement income planning
  • Multi-generational legacy planning and heir preparation
  • Hands-on cash flow management, transaction, and
    decision support
  • Ongoing coaching and advice from your assigned team of qualified fiduciaries, including RLP®, CKA®, and CFP® professionals

For complete details, please refer to our latest filed form ADV »

Get Started with LifeGuide Signature » What to Expect »
LifeGuide Signature

Signature
Investment Management

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:

  • Personalized and tax sensitive portfolio design offering multiple management styles, values and conviction screening, and faith-based investing options
  • In-house portfolio design, administration, and trading based on LifeGuide’s InSight investing principles
  • Proactive, tactical response strategies to market dips 
  • Weekly portfolio monitoring utilizing LifeGuide’s dynamic re-balancing methodology
  • In-person investment and performance reviews with your advisory team
  • Includes TD Ameritrade Institutional’s Asset Protection Guarantee, trading fees, online portfolio access, and tax reporting

For complete details, please refer to our latest filed form ADV »

Get Started with LifeGuide Signature » What to Expect »
LifeGuide Signature
LifeGuide Signature

Signature
Income & Asset Protection

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:

  • Access to our salaried, non-commissioned Insurance Advisor to answer your questions and walk you through the application and claims processes
  • Ability to shop a wide variety of companies to select an appropriate policy for your needs
  • Integration with your Financial LifePlan­—financial risk assessment based on your overall financial picture
  • Review and assessment of your current policies, including life, disability, long-term care, health, and Medicare

For complete details, please refer to our latest filed form ADV »

Get Started with LifeGuide Signature » What to Expect »

Signature
Income & Asset Protection

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:

  • Access to our salaried, non-commissioned Insurance Advisor to answer your questions and walk you through the application and claims processes
  • Ability to shop a wide variety of companies to select an appropriate policy for your needs
  • Integration with your Financial LifePlan­—financial risk assessment based on your overall financial picture
  • Review and assessment of your current policies, including life, disability, long-term care, health, and Medicare

For complete details, please refer to our latest filed form ADV »

Get Started with LifeGuide Signature » What to Expect »

Why LifeGuide Signature?

A biblical, Kingdom-focused approach

“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.

Comprehensive & highly practical

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.

 

More than a plan, you have people.

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.

Pricing

LifeGuide Signature requires a minimum asset or income level of $350,000.

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%
$350,000 1.39% 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.

How to Get Started with LifeGuide Signature

  1. Complete a five-minute online Intro Questionnaire

    We offer everyone a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other. To provide a bit of background prior to our meeting together, we ask everyone to first complete a brief online Intro Questionnaire.

  2. Schedule your FREE Exploration Meeting

    Next, we’ll schedule your complimentary, no-pressure Exploration Meeting with one of our Senior Advisors. Bring your questions—nothing is off limits! After our meeting, we will let you know exactly how we could help and how much it will cost.

  3. Create and implement your Financial LifePlan

    Finally, once we receive a “yes, let’s work together!” from you, we get to work building your Financial LifePlan. However, a plan is only useful if it’s properly implemented! So, we walk alongside you as your life unfolds to help you stay on track, navigate important life decisions, and correct course as needed.

Our Commitment to You

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 »