We know talking about money is tough. Sometimes it’s downright uncomfortable.

(Why is it that the most important conversations are the scariest to have and easiest to avoid?)

At LifeGuide Financial™, we create an atmosphere where you feel comfortable to talk, to question, to dream. This is why we believe creating and following a plan empowers you to live.

It does not do to leave a live dragon out of your calculations, if you live near him.
— J.R.R. Tolkien, The Hobbit

We believe:

  • All advice should stem from you: what you want, believe in and find valuable
  • Our clients—and everyone at LifeGuide Financial™—should live fulfilled, balanced lives
  • Commitment is vital, both to our clients and to our financial plans
  • Having a relatively small number of clients helps us provide the best possible service
  • We can improve our industry and raise the bar for financial advisers
  • Through continual learning, we will always be on the leading edge of our industry