Our Pro Bono Sessions are designed to help individuals and families with less than $450k in investable assets make wise decisions and get pointed in the right direction.
Through our Pro Bono Sessions, we offer individuals and families a free, 40-minute session with an advisor where the floor is yours! Bring your questions and concerns, and we’ll help you navigate and make the best decisions possible. We can help answer questions such as:
We host Pro Bono Sessions as advisor capacity allows (usually once per month). Appointments are first come, first serve, and are limited to one session per family each year.
At LifeGuide, we believe personalized financial advice should be available to everyone. Our Pro Bono Sessions provide complimentary service to individuals and families with less than $450k in investable assets or income. These sessions are designed to provide general guidance for those who may not yet need comprehensive, biblical Financial Life Planning or Investment Management services.
Pro Bono Sessions are open to individuals and families with less than $450k in investable assets. This service is not intended nor able to replace our comprehensive, highly personalized financial planning services. It is intended to be a tool to help families get their questions answered and take the right next step.
No! Pro Bono Sessions are our gift to you. There are no hidden fees, charges, or future commitments.
Families may schedule one session per year.
We take confidentiality seriously. All information shared during your Pro Bono Session is kept confidential and will not be shared with any third parties unless required by law.