Our Services
Helping you navigate what comes next
Major transitions bring financial decisions that shape the years ahead. As a fee-only fiduciary with salaried advisors, we’re here to guide you through these crossroads and beyond. We offer wisdom and an eternal perspective, so you can take your next right step with confidence!
Next-Chapter Generosity
As wealth grows, the question shifts from “Will we have enough?” to “Are we doing enough?” We bring your plan and your giving together around an eternal perspective, so you can give with clarity and joy.
Retirement & Career Transitions
Stepping away from a career raises big questions, and the most important go beyond the numbers. We’re here to help you move toward your next chapter with confidence and a renewed sense of purpose!
The Loss of a Spouse
When everything changes at once, it’s hard to know where to begin. We’re here to walk with you through the early fog and the years that follow, helping you find stability, confidence, and hope again.
Business Succession
You’ve poured years into building something that matters. Whether a sale is years away or already underway, we’ll help you plan for the transaction, your legacy, and everything that comes next.
Our Core Services
Financial Life Planning
Comprehensive, biblical Financial Life Planning is at the heart of the work we do at LifeGuide. While many planning processes simply help clients maximize their net worth, we’ve designed our Financial Life Planning to help you align your faith and finances and make an eternal, Kingdom impact with your life and money. Your plan:
- Inspires renewed energy and passion to live the kind of life God has in store for you
- Helps you cut through the noise and ruthlessly prioritize what’s most important in your life
- Reduces fear and anxiety by providing a clear roadmap of the journey ahead and a team in place to help you navigate it
Investment Management
We see money as a tool, not the end goal in itself. Your personalized, fee-only Investment Management deeply integrates with your Financial LifePlan to help you live intentionally, confidently, and with peace. Your investment strategy:
- Provides objective and time-tested perspective to help you avoid the many pitfalls of emotional investing
- Aligns with your personal values so you can invest according to your convictions
- Opportunistically responds to material market swings and dynamically adjusts as your life unfolds
Investment Management
We see money as a tool, not the end goal in itself. Your personalized, fee-only Investment Management deeply integrates with your Financial LifePlan to help you live intentionally, confidently, and with peace. Your investment strategy:
- Provides objective and time-tested perspective to help you avoid the many pitfalls of emotional investing
- Aligns with your personal values so you can invest according to your convictions
- Opportunistically responds to material market swings and dynamically adjusts as your life unfolds
Don’t need investment management?
If you’re just looking for planning and advice, check out LifeGuide Hourly.
Survivor Assistance
At LifeGuide, your family is our family. In the unfortunate event of a death in the family, your loved ones have a trusted team to help them manage their finances and walk through the grieving process. Survivor Assistance provides you and your family:
- Peace of mind knowing your spouse and children have a dedicated network of support for the long term
- Hands-on assistance and help navigating the complicated estate and financial logistics in the wake of grief
- Ongoing, compassionate care over the coming months and years as your family establishes a “new normal”
Choosing an advisor is an important decision
We specialize in serving those who:
- Seek comprehensive advice to coordinate all areas of their financial life
- Value having an advisor with a Christian worldview
- Want to delegate the messy details to a long-term partner
- Desire to be a good steward with their resources
- Seek to live generously
Choosing an advisor is an important decision
We specialize in serving those who:
- Seek comprehensive advice to coordinate all areas of their financial life
- Value having an advisor with a Christian worldview
- Want to delegate the messy details to a long-term partner
- Desire to be a good steward with their resources
- Seek to live generously
Frequently Asked Questions:
Our Services
LifeGuide advisors are paid a salary and do not receive any commissions or kickbacks. As a fee-only, fiduciary advisor, our only source of income is the fees we charge for our services.
Not a cent. We are a NAPFA-certified fee-only firm, meaning our only source of income is the fees we charge for our services. We don’t receive any commissions or kickbacks, ever.
Our comprehensive services are designed for those with $450k+ investable assets. Click here to view services and resources designed specifically for those with less than $450k.
We believe it’s important to know upfront not only what you’re getting from your advisor, but how much it will cost. That’s why we’ve put our fee structure front and center on our website. Following your complimentary Exploration Meeting (when we have a complete picture of your unique situation) we’ll provide you with a personalized proposal that will outline exactly how much you can expect to pay.
In order to know what to do with your money, we need to know what you want your money to do. That’s why, currently, we only offer investment management as part of our comprehensive planning services.
We include insurance planning as part of our comprehensive Financial Life Planning process. While we can provide quote recommendations, we do not place insurance policies.
We’re excited to see many within the industry adopting goals- and values-based financial planning. Yet, while many financial planning processes can help you maximize your net worth, they often fall short of helping you be a faithful and wise steward. Our Financial Life Planning process has been adapted from leading planning frameworks and seeks to provide truly comprehensive, biblically-based Financial Life Planning.
- The Kinder Institute of Life Planning‘s in-depth discovery
- The CFP® Board‘s comprehensive and highly technical financial planning process
- Kingdom Advisors‘ biblical planning framework
I found LifeGuide to be super helpful, very accommodating to my tight schedule, and so easy to work with. They made every step of the path informative and easy to understand. The advisors I got to work with were friendly and caring to my needs, and not judgemental about any things I wanted or said. I loved that Brien prayed before he began each meeting. They did such a thorough job in reviewing all aspects of my finances from insurances down to protecting my identity. I would highly recommend them to anyone!As posted in Carisa's Google Review
The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website from 2021 onward. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.