We offer a unique, individualized approach to wealth management.

Financial planning is one of the most important tools of successful people. Yet too often, financial advisors make the process overwhelming and confusing. At Guiding Wealth Management our services are individually tailored and easy to understand. We provide a relaxed and welcoming atmosphere where trust and collaboration are paramount.

We design each financial plan with the individuality of our clients in mind. We believe the best financial planning services build an advisory relationship over a lifetime that grows as your needs change and your goals shift.

We bring technical knowledge to the partnership, but because there is more to your situation than just dollars and cents, we take special care to learn about you, your financial and life goals and especially your specific needs of us.

Featured In

Clarity

Valuable information, without the jargon

At Guiding Wealth, we believe in a collaborative experience built on straight-forward communication. Once we understand your individual needs, we work to provide clear options that address every aspect of your financial future. We are committed to being unambiguous and jargon free in our communication. We provide you with the clear, personally tailored information you need to make the best choices for your financial future.

Simplicity

Financial advice doesn't have to be confusing

The best financial advisors have the ability to explain even the most complicated concepts in simple terms. While we take time to listen and learn your story, we are dedicated to providing concise recommendations. We will work tirelessly to find the best options for you based on your individual needs and will reduce that information to only the most important terms in our meeting presentations.

Confidence

we aim to build your trust...  

not only in us, but in yourself. When we collaborate with you, our clarity and simplicity serve as a foundation for creating confidence in your own decisions.

After determining the level of risk you are comfortable with, your particular tax concerns, and your income needs, we will develop a strategy that considers the various factors of an ever-changing market, giving you the confidence you seek regarding your investments.

 

Read the Latest From Our Blog: 

Blog
Retirement on Your Terms

My retired clients are some of the most vibrant and active people I know — and there’s no stopping them. Retirement also looks a lot different now than it did 50 years ago.. People are living longer and staying active, which means you have a lot of time to enjoy your post-work time. They’re also choosing to retire on their terms, not on the timeline of previous generations.

Read More →
What You Need to Know About Taxes and Retirement

Most clients are surprised when they get to retirement and see that their taxes have changed. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even withhold additional taxes to ensure they don’t owe at the end of the year. Then, they file their taxes, maybe get a refund, and it’s all fairly straightforward

When they retire, however, a couple of things happen.

Read More →
5 Biggest Mistakes Clients Make on Their Taxes

In my work with my financial planning clients, I’ve found that there are a number of tax mistakes made every year — and some of them have nothing to do with how you file. That’s why I’m sharing these 5 mistakes, in the hopes that you can address these before you file for 2018, or so you can keep them in mind for 2019.

Read More →
Hannah Moore: One of Dallas’s Top Financial Planners Since 2014

D Magazine, one of Dallas’s top publications, has been on a mission to provide a spotlight for the area since 1974. They share everything from local arts, culture, politics, fashion, food, and nightlife, but they’re particularly great at providing locals a list of the “best” in different categories.

I’ve been named one of D Magazine’s Top Financial Planners in Dallas for four years running.

Read More →
What I Love About Being a Financial Planner

I love my job. I think quite a few people say they love their jobs, but for me, it’s really true. Working with my clients is truly a privilege — they’re some of the most amazing and interesting people I’ve ever met. But aside from my great clients, I also love the work involved in being a Certified Financial Planner™. Why? Well, there are a few reasons...

Read More →
What It’s Like for a Financial Planner to Watch the Market Fall

When the markets fall, it can be intimidating for everyone — including your financial planner. As an individual, watching your account balances fall is stressful and, as a financial planner, we watch that happen to each of our clients. It’s hard to see our clients struggle.

Read More →
How to Get on the Same Level With Your Partner When It Comes to Money

Money and relationships can seem at odds sometimes. Especially when partners have different approaches and attachments to money, everyday discussions can become heated and difficult. If you’ve got some “money troubles” with your partner, know that you’re not alone.

Read More →
Setting Yourself Up for Financial Success in 2019 (and Beyond)

Ready to reach your financial goals in 2019 and set yourself up long-term financial success? It doesn’t require an elaborate budget or downsizing in the majority of cases. In fact, it can be pretty simple: Review the big picture

Read More →
Three Tips to Approaching Retirement

Making the transition from working and having a sense of control over your income to trusting that your investments and savings will provide the income you need, can be difficult

Read More →
How Will Tax Reform Affect You?

How will the recently passed tax bill affect you? For most, taxes will go down. How much is based largely on your specific situation, but here are some things that you can do to help yourself in light of the recent tax bill.

Read More →