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.
One of those categories is financial service professionals — and I’ve been named one of D Magazine’s Top Financial Planners in Dallas for four years running.
One of Dallas’s Top Financial Planners Since 2014
To find the “best of the best” among Dallas’s financial planners, D Magazine assesses:
Credentials. To make the list you have to be a CERTIFIED FINANCIAL PLANNER™, which is highly regulated and requires passing a CFP exam that separates these professionals from financial planners. I am a CERTIFIED FINANCIAL PLANNER™ and maintain my credentials through continuing education and active participation in the financial planning community.
Custody. This relates to where a financial planner holds a client’s money. It should always be in a third party’s custody so that the financial planner has transparency and accountability. Guiding Wealth uses TD Ameritrade.
Experience. It takes time to be the best financial planner you can be, which is why many people prefer to work with planners who have many years of experience. I have been a CERTIFIED FINANCIAL PLANNER™ since 2012 and am always building my knowledge and experience through my work.
Fiduciary. As CERTIFIED FINANCIAL PLANNER™ professionals, we always put our clients’ needs at top priority. All decisions are made with their best interests in mind. Guiding Wealth operates under fiduciary standards.
Fees. Some planners charge commission, fee-only, or fee-based. The different types indicate the type of expenses related to working with a financial planner. We at Guiding Wealth operate under a fee basis, which many clients prefer as the costs are clear-cut.
References. A good financial planner is one you’ve heard about from your peers and network. That’s why references and great reviews are a huge part of D Magazine’s vetting process — and why we’ve made this list four years in a row!
It’s an honor to named a Top Financial Planner in D Magazine again, and I know that this gives me unprecedented access to clients looking for reliable and relatable financial planning. In my work, I strive to understand my clients and their lives so that we can work together to create a plan that benefits them for the rest of their life.
And if you are curious about working with one of Dallas’s Top Financial Planners, contact me today!