Our boutique firm offers individual, simplified financial planning for life’s transitions — both big and small.
Financial planning is one of the most important tools you can leverage in a period of transition, whether it’s retirement, business ownership, the loss of a loved one, a sudden windfall, or something else entirely. And yet, so few people in these situations actually seek financial planning services. Why?
Because the financial planning process can feel overwhelming and confusing, when you’ve already got a lot on your plate. But our simplified approach to financial transitions can help relieve some of the stress, as well as support you through some of the changes you’ll be facing.
The Guiding Wealth Difference
Our Certified Financial Planner™ and Certified Financial Transitions™ professionals understand the questions and concerns you may have during your time of transition. We offer you the insight, information, and support you need to navigate this period in your life, so you feel comfortable and confident with your money.
At Guiding Wealth, our retirement planning and life transition services are individually tailored to meet your needs and experiences. Above all, we focus on clarity, communication, and understanding, and we work to make you feel like a partner in your financial planning journey. Because you are.
““You’re the expert on your life, we’re the experts on planning.
Let’s work together.”
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Unlike other financial planning or investment experiences you may have had, we provide a relaxed and welcoming atmosphere where trust and collaboration are standard. We’re committed to transparency and a higher standard in the financial planning profession, as well, and we operate only in the best interests of our clients. It’s that simple.
Happiness in retirement isn’t about “choosing to be happy” — it’s about creating an environment that makes you feel good, cultivates relationships, and feels like flow. Learn more about flow in retirement here.