Personalized Financial Planning

LIGHTING YOUR PATH™

 

Financial planning doesn’t have to be out of reach.
Or just about retirement.

We believe that financial planning is powerful. It’s the tool that enables you to live the life you want without constantly feeling guilty or stressed about money. 

At Guiding Wealth, our mission is to give you the tools, knowledge, and confidence you need to meet your financial goals — now and in the future. We also strive to make financial planning accessible to everyone, because we’ve seen firsthand how impactful a financial plan can be.

Whether you want to create a comprehensive retirement plan, diversify your investments, or start working on a financial goal that’s meaningful to you, we’re here to guide and support you. 

Through our ongoing advice and strategies or our one-time financial plans, we’re here for you — wherever you’re starting. 

Serving Clients in Texas and Throughout the U.S.

Our Financial Planning Services

Traditional financial planning has been historically out of reach for many, and we want to change that.

At Guiding Wealth, we recognize the need for financial planning that’s accessible and customized to your life.

We want to help you make informed decisions that enable you to live the life you want now and in the future. To do that, we offer two unique types of financial planning: full-service financial planning and a one-time financial plan.

Full-Service Financial Planning

If you’re looking for support and guidance that encompasses all aspects of your unique situation and financial life, choose our full-service, fee-only financial planning services. 

With our fee-only planning services, you get:

  • A holistic approach that encompasses all aspects of your financial life
  • Retirement planning
  • Investments and wealth management
  • Support for short- and long-term financial goals (buying a home, saving for college, etc.)
  • Debt management advice
  • An ongoing relationship with an expert Certified Financial Planner™ 
  • … and more

One-Time Financial Plan

If you’re not looking for comprehensive, ongoing financial planning, we’ve got another option: our one-time financial plan option. 

With our one-time plan service, you get:

  • A “one-stop-shop” approach to getting your finances on the right footing
  • A comprehensive analysis of your financial assets, liabilities, and goals
  • A personalized financial plan that gives you a roadmap to move forward toward your goals
  • An affordable, one-time plan delivered by a highly-trained financial planner in our Residency Program

we are changing

the way financial planning is done.

Here at Guiding Wealth, we’re fundamentally changing financial planning —
how it’s done, how it’s taught, how it’s delivered.

We recognize that the financial planning industry wasn’t serving everyone equally: it was designed to serve only a select few. We want to change this, and we want to see the “industry” become a helping profession. 

We’re building a new system that works for everyone — and it starts right here, with how we deliver our services. 

Introducing The Residency

 

Think of the Guiding Wealth Residency like a teaching hospital: Our Resident financial planners are carefully selected and expertly trained, and deliver their services at a lower cost as they learn. 

These Residents are some of the best of the best, and they’re focused on providing top-tier advice. Guiding Wealth Residents are supervised and trained by Hannah Moore, CFP ®, as they expand their competencies. This unique program allows us to offer one-time planning services to our clients at a much more affordable cost while also giving the next generation of financial planners the chance to serve clients under professional guidance. 

Working with a Residency planner gives you access to knowledgeable, passionate professionals at a lower cost while compromising on none of your financial goals or outcomes.

Meet Our Founder

Hannah Moore, CFP

Hannah Moore, CFP®

Guiding Wealth founder Hannah Moore, CFP®, has been recognized as one of the leading voices in the financial planning profession, in the Dallas/Fort Worth area and nationally. She’s been included in Investopedia’s Top 100 list every year since 2019 and was named a Leading Woman Financial Planner in 2023. She was also named on Barron’s 2022 Top 10 List of People to Watch. 

Hannah views financial planning as a helping profession that should have an important positive benefit to individuals, families, and communities. She is considered an expert on financial planner competencies, and is sought for her insight and expertise by firms large and small, and fellow planners, and even university faculty. She helped spearhead a university research study on parent leave within the financial planning profession. 

Hannah has received prestigious awards from organizations such as:

  • The Financial Planning Association®
  • Barron’s Advisor
  • Financial Advisor Magazine
  • D Magazine
  • ThinkAdvisor
  • WealthManagement.com

Hannah has also been recognized for her professional contributions as the founder of Amplified Planning, an innovative and inclusive educational organization dedicated to training and mentoring new financial planners.

Hannah brings a unique perspective to the financial planning profession, and her mission is to make financial planning more accessible to everyone. These values are reflected in her own work with Guiding Wealth clients and in the advice and mentorship she provides to junior financial professionals through Amplified Planning.

Hannah Moore, CFP

Are Our Financial Planning Services Right For you?

 

At Guiding Wealth, we serve clients from all walks of life. We can help you create a comprehensive investment strategy, simplify the transition into retirement, and guide you through any life stage in between. 

Unlike other firms, you don’t have to be ready to retire or have an established investment portfolio to work with us. We can help you develop a realistic budget and navigate career growth, initial retirement planning, and unexpected financial challenges. 

For us, financial planning isn’t one-size-fits-all. We’re interested in your financial priorities today and doing everything we can to support what matters most to you.

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Guiding Wealth & Hannah Moore have been featured in

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Read the Latest from Our Blog

Guiding Wealth Updates: Summer 2024

Guiding Wealth Updates: Summer 2024

Guiding Wealth Updates: Summer 2024 It’s been a busy 2024 here at Guiding Wealth! We’ve been working on a ton of amazing things, but our first priority is always to provide exceptional service and care to our clients. But if you’re curious about the inner workings...

Buying a Home With Multiple People

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Buying a Home With More Than One Person: What You Need to Know When most people think about buying a home, they usually imagine making the purchase alone or with a partner. But those aren’t the only possible scenarios. There are several situations where it might make...

Financial Planning for Business Owners

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Financial Planning for Business Owners: 4 Essential Considerations If you’re an entrepreneur, financial planning can get a little complicated. Not only do you have to manage your own money, but you also need to make financial decisions for your business.  Some aspects...

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If you’ve ever read a personal finance book or done an online search for financial tips, you’ve probably discovered that one of the most popular pieces of advice is to pay off debt.  Some personal finance resources even go so far as to say that this is always what you...