Guiding Wealth Residents

Meet the Residents

 

The Guiding Wealth Residents are a select group of financial planners who’ve dedicated a year to learning under the leadership of Hannah Moore, CFP® and the people-first philosophy of Guiding Wealth. They’ve come from different parts of the country and different areas of financial planning. They bring a wealth of knowledge from their prior careers and areas of expertise that bring a depth of knowledge to their clients and are ready to help you!

Thanks to our multi-lingual residents, we can offer financial planning services in Vietnamese, Korean, as well as Serbian, Croatian, and Bosnian.

One-Time Plans from The Guiding Wealth Residency

Getting help from a financial planner at key moments in your life can be life-changing, even if you still don’t need traditional financial planning or wealth management.

A one-time financial plan is an affordable one-off alternative to traditional long-term financial planning. It’s your chance to meet with an expert financial planner, get a customized plan to reach your goals, and then continue taking a DIY approach to your finances. Guiding Wealth Residents work with clients to create 

We offer three different one-time plan options:

• First-Time Home Buying: A customized plan to help you reach your goal of homeownership
• Planning for a Baby: A personalized road map to prepare your finances for parenthood
• Personal/Multiple Goals: A comprehensive, customized plan to reach any goals outside of buying a home or expanding your family

If you’re interested in working with a Guiding Wealth Resident for a one-time plan, join the waitlist and a Resident will be in touch. Learn more about The Residency here.