With Thanksgiving right around the corner in the U.S., we’re taking a moment to think about what we’re thankful for here at Guiding Wealth. First and foremost, we’re grateful for you, our clients. You’ve given us the chance to do work we truly care about, and we are excited to see where next year goes.  

Revisiting Our Values

At Guiding Wealth, we are passionate about helping our clients grow their net worth and manage their money effectively. Every person has a unique financial situation, and we help every client make a plan that reflects their priorities, values, and future goals. 

We are so thankful for the chance to work with you! Whether you’re already retired, just starting to plan, or in the middle of a transition, we are here to give you solid advice and encouragement. If you aren’t working with a Guiding Wealth Certified Financial Planner™ yet, schedule a consultation to see how we can help you.

Investing in the Next Generation of Financial Planners

Another thing we’re grateful for is the chance to help other financial planners learn and grow their careers in this wonderful industry. Hannah spent part of her year teaching and mentoring young financial planners through the FPA Virtual Externship. For her work with this incredible program, she was given the Heart of Financial Planning Award — which is a huge honor. She was also named a member of ThinkAdvisor’s LUMINARIES Class of 2021 in Thought Leadership & Education.

Expanding Our Family

One of the most exciting moments in 2021 was a personal one for Hannah and her family. In February, Hannah welcomed her second child into the world. The outpouring of encouragement and excitement from our clients means so much to Hannah and the rest of the Guiding Wealth team. We are so thankful for your support!

Thank You!

2021 has given us so much to be thankful for, and we hope it’s been a good year for you too. Again, thank you so much for choosing Guiding Wealth for your financial planning needs. We look forward to continuing to serve you.

Want to learn more about how we can help you with financial planning and retirement? Call us at 214-810-3835 or use our online calendar to schedule a consultation.