Pro Bono Session
Everyone deserves quality guidance
Our Pro Bono Sessions are designed to help individuals and families make wise decisions and get pointed in the right direction.
How it works
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:
- How should I balance and prioritize my long-term financial goals (e.g. buying a house, saving for retirement, paying for children’s education)?
- How do I set an effective budget?
- Am I contributing enough to my retirement accounts? If not, how much should I be contributing?
- How should I prioritize paying off my debt?
- What kind of insurance coverage should I have and how much do I need?
- How do I take advantage of tax-advantaged accounts and strategies (e.g. 401k, IRAs, deductions)?
- Are there investment options available that align with my values and support my financial goals?
We host Pro Bono Sessions as advisor capacity allows. Appointments are first come, first serve, and are limited to one session per family each year.
Frequently Asked Questions:
Pro Bono Sessions
What is a Pro Bono Session?
At LifeGuide, we believe personalized financial advice should be available to everyone. These sessions are designed to provide general guidance for those who may not yet need comprehensive, biblical Financial Life Planning or Investment Management services.
Who is eligible for a Pro Bono Session?
Pro Bono Sessions are open to anyone. 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.
Are there any hidden fees or charges for a Pro Bono Session?
No! Pro Bono Sessions are our gift to you. There are no hidden fees, charges, or future commitments.
How often can I schedule a Pro Bono Session?
Families may schedule one session per year.
How confidential is the information I share with LifeGuide during my Pro Bono Session?
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.