We believe that financial planning is
Powerful
Personalized Financial Planning Services at Guiding Wealth
Lighting Your Path™
Serving Clients in Texas and Throughout the U.S.
Financial planning doesn’t have to be out of reach — or just about retirement. Financial planning is a 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.
Whether you choose our ongoing financial planning and wealth management services OR our one-time financial plans, we’re here for you — wherever you’re starting.
Our Financial Planning Services
Offered In-Person in Richardson, TX, or via Virtual Meetings Anywhere in the U.S.
Financial planning has historically been out of reach for many. Here at Guiding Wealth, we recognize the need for accessible, customized financial planning — which is why we offer two types of financial planning support!
Lighting Your Path™
Which of Our Financial Planning Services Is Right for You?
Select the option that’s best for you!
You want to understand your entire financial picture and access ongoing investment & plan guidance to make the most of your money.
Our fee-only financial planning & wealth management services are for you!
You have a specific financial goal or challenge you want expert eyes on, but you don’t need ongoing support or investment advice just yet!
Our one-time financial plan service is right for you! (Starting at just $499!)
Ongoing, Fee-Only Financial Planning & Wealth Management
With our fee-only financial 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 Plans
With our one-time financial plan service, you get:
- To speak with a highly trained financial planner (number of calls depend on the plan you choose!)
- Action plans for short- and long-term financial goals (buying a home, saving for college, etc.)
- A condensed financial plan to show your overall financial picture and trajectory
Prices start at $499!
Why Work With Guiding Wealth?
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 changing what you expect from financial planning.
Our Principal Financial Planner, Hannah Moore, has become a thought leader in the profession and trains our entire team to care deeply about our clients’ lives, interests, and (yes) finances.
Here, you’ll find financial planners who want to help you thrive.
Guiding Wealth & Hannah Moore have been featured in
Guiding Wealth & Hannah Moore have been featured in
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 has received prestigious awards from the Financial Planning Association®, Barron’s Advisor, D Magazine, Financial Advisor Magazine, ThinkAdvisor, and WealthManagement.com.
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.