LifeGuide Signature is our flagship service model designed to deliver a level of personalized service and in-depth planning that goes far beyond typical portfolio management. Our biblical Financial Life Planning process will help you clarify what’s truly most important, align your finances accordingly, and put a dedicated team in your court to walk alongside you every step of the way.
In-Person or Virtual | 60 Min | Financial Life Planning Meeting Your complimentary, no-strings-attached Exploration Meeting is all about getting to know each other. We want to understand exactly what you are hoping to accomplish through our work together and a bit about your current financial situation. During your Exploration Meeting, we will review our services and fees and answer your questions. Afterward, we will follow up with your personalized proposal that clearly outlines what to expect as a LifeGuide Signature client.
Meeting Deliverables: Your personalized LifeGuide Signature services and fee proposal
In-Person or Virtual | 60 Min | Financial Life Planning Meeting Your complimentary, no-strings-attached Exploration Meeting is all about getting to know each other. We want to understand exactly what you are hoping to accomplish through our work together and a bit about your current financial situation. During your Exploration Meeting, we will review our services and fees and answer your questions. Afterward, we will follow up with your personalized proposal that clearly outlines what to expect as a LifeGuide Signature client.
Meeting Deliverables: Your personalized LifeGuide Signature services and fee proposal
In-Person or Virtual | 120 Min | Financial Life Planning Meeting The first step in our Financial Life Planning process is to identify your “why.” We will use our What Matters Most exercise to discover your “Essential Elements”—the most important things you need to arrange your life and priorities around to have the life you really want. The work we do for this meeting will establish the foundation for all we do together!
Meeting Deliverables: Your “Essential Elements”
In-Person or Virtual | 120 Min | Financial Life Planning Meeting Now that we understand your vision for your most fulfilled and impactful life, we want to clearly define everything that could possibly get in your way. We identify potential obstacles and develop strategies and plans to overcome them. Then, we monetize your goals and gather all your financial details so your team can design your plan and map out your path to financial peace, freedom, and eternal impact.
Meeting Deliverables: Strategies to overcome your obstacles and achieve your financial goals
In-Person or Virtual | 120 Min | Financial Life Planning Meeting Now that we understand your vision for your most fulfilled and impactful life, we want to clearly define everything that could possibly get in your way. We identify potential obstacles and develop strategies and plans to overcome them. Then, we monetize your goals and gather all your financial details so your team can design your plan and map out your path to financial peace, freedom, and eternal impact.
Meeting Deliverables: Strategies to overcome your obstacles and achieve your financial goals
In-Person or Virtual | 120 Min | Financial Life Planning Meeting This is what we have been working toward! Your advisory team will walk you through your personalized Financial Life Plan, our recommendations, and detailed steps to get you to where you want to go. We’ll provide clarity to all your questions, including:
Meeting Deliverables: Your comprehensive Financial Life Plan and NextStep recommendations
In-Person or Virtual | 90 Min | Financial Life Planning Meeting Now that we have your plan and understand what you need your investments to do for you, we can create your investment plan. We design, monitor, and manage your portfolio to meet you income needs based on your future cash flow requirements. We help you understand your investing options and match your portfolio’s holdings to your values and convictions. If you choose to have LifeGuide manage your investments, we will complete all the necessary forms and carefully manage the transition.
Meeting Deliverables: Your personalized portfolio and investment recommendations (including employer retirement plans such as 401k, 403b, TSP, etc.)
In-Person or Virtual | 90 Min | Financial Life Planning Meeting Now that we have your plan and understand what you need your investments to do for you, we can create your investment plan. We design, monitor, and manage your portfolio to meet you income needs based on your future cash flow requirements. We help you understand your investing options and match your portfolio’s holdings to your values and convictions. If you choose to have LifeGuide manage your investments, we will complete all the necessary forms and carefully manage the transition.
Meeting Deliverables: Your personalized portfolio and investment recommendations (including employer retirement plans such as 401k, 403b, TSP, etc.)
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In-Person or Virtual | 60 Min | Typically 1x or 2x Per Year Life happens. Goals and circumstances change; markets go up and down. We will have regularly scheduled OnTrack review meetings where we will review progress, discuss investment performance, adjust plans, identify the important NextSteps on your journey, and answer your questions.
Meeting Deliverable: A concise email summarizing your investment performance, NextSteps, and smart ideas.
In-Person or Virtual | 60 Min | As Needed Life doesn’t always operate on a schedule. Sometimes you just need advice or answers before your next OnTrack meeting. Check-in calls or meetings are scheduled at your request and the agenda is yours! Our Signature plan includes as many check-in meetings as you need to keep you on track.
Meeting Deliverables: A concise email summarizing all action items
In-Person or Virtual | 60 Min | As Needed Life doesn’t always operate on a schedule. Sometimes you just need advice or answers before your next OnTrack meeting. Check-in calls or meetings are scheduled at your request and the agenda is yours! Our Signature plan includes as many check-in meetings as you need to keep you on track.
Meeting Deliverables: A concise email summarizing all action items
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $450k.
