Lifeguide 360, Llc

LifeGuide 360 provides cutting-edge employee financial wellness services, and investment-related due diligence, oversight and fiduciary compliance services offered through CPAs/attorneys. We also serve the community by offering investor education/awareness programs through public venues. We do not offer financial/investment products or services. DecisionPoint: Employee Financial Wellness DecisionPoint isn't another "click-and-learn" employee financial education/wellness service. It goes beyond traditional “know what” education to helping employees with “okay, now what?” decision-making. It's high-impact format fosters awareness, clarity and decision-making confidence, and prompts employees to do the most important thing: take action to improve their financial wellbeing. DecisionPoint is composed of two services:"QuickCheck" and the "FieldGuides"."QuickCheck": an eye-opening and highly-interactive 25-minute one-on-one session (in-person or web-based) with a specially-trained facilitator who raises employee awareness on 25 key financial “vitals”, prompts decision-making, and fosters the motivation needed to take action. No website/app can do this. During the 2014-2016 State of Michigan “Securing Mi Financial Future” statewide initiative, surveys show a 97% “highly valuable” rating for QuickCheck. DecisionPoint "FieldGuides": a set of 16 point-of-use guides that help your employees be more-informed, aware and careful consumers when they enter the complex world of financial services to interact with financial advisors. The FieldGuides are in a checklist format and are written so that anyone from novice to expert can pick them up and use them. Also part of LifeGuide 360 is "OverWatch": a suite of investment-related due-diligence, oversight and fiduciary compliance services offered through CPAs/attorneys to high net worth individuals, trust grantors (settlors), appointed trustees and guardians and board members of not-for-profits.