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're 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®
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.
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.
Read the Latest from Our Blog
What to Do With an Old 401(k): Maximizing Your Employer-Backed Retirement Plan
When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
Adjusting Your Budget for Increasing Utility Costs
We’ve talked before about high house prices and growing inflation, but there’s another issue that may be affecting your monthly expenses: increasing utility costs. Many people across the country are experiencing higher bills as water and energy providers raise rates....
The Best Way to Handle Emergency Expenses
It will happen to all of us at some point — carefully laid plans will fail and emergency expenses will crop up. Your AC malfunctions, your car breaks down, you get a large medical bill, or something unexpected happens that falls outside your monthly budget. What’s the...
Budgeting for Kids: 4 Ways to Teach Practical Money Management Skills
We’ve talked before about how important it is to discuss money with your children. There’s never really a time that’s “too early” to start introducing those concepts. But don’t worry — it’s never too late to start either! No matter their ages, your kids will benefit...
Guiding Wealth & Hannah Moore have been featured in
Guiding Wealth & Hannah Moore have been featured in
Read the Latest from Our Blog
What to Do With an Old 401(k): Maximizing Your Employer-Backed Retirement Plan
When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
Adjusting Your Budget for Increasing Utility Costs
We’ve talked before about high house prices and growing inflation, but there’s another issue that may be affecting your monthly expenses: increasing utility costs. Many people across the country are experiencing higher bills as water and energy providers raise rates....
The Best Way to Handle Emergency Expenses
It will happen to all of us at some point — carefully laid plans will fail and emergency expenses will crop up. Your AC malfunctions, your car breaks down, you get a large medical bill, or something unexpected happens that falls outside your monthly budget. What’s the...
Budgeting for Kids: 4 Ways to Teach Practical Money Management Skills
We’ve talked before about how important it is to discuss money with your children. There’s never really a time that’s “too early” to start introducing those concepts. But don’t worry — it’s never too late to start either! No matter their ages, your kids will benefit...