Affordable, Expert Financial Guidance When You Need It Most
Get a Financial Plan That Gives You Clarity on What's Next
Do you have a specific goal in mind and want guidance on how your money can help you get there? Have you been spinning your wheels trying to resolve a financial challenge for a long time… and want to talk to an expert who can help you find solutions?
You’re in the right place! At Guiding Wealth, we offer an affordable, time-efficient alternative to full-service financial planning: the one-time financial plan.
How Our Financial Plans Work
Want to work with a financial planner but don’t want to invest assets with them at this time? Our financial planning services are right for you! With a single financial planning fee (starting at $5,500 and going up based on your financial complexity), you get a thorough financial plan that’s completely customized to your circumstances, priorities, and future goals. It’s everything you need to set your personal finances on a firm foundation, so you can move forward with confidence.
What Our Financial Plans Include
Have a unique financial goal or challenge you need help with? Do you want a holistic financial plan to reach your goals, such as saving for retirement, paying for a child’s college, or saving enough to feel secure? Contact us today to get started on your financial plan.
Our financial plan only takes a consultation call to get to know you and your goals or challenges. From there, we’ll create a custom quote for your needs!
Once you’re onboarded, you’ll talk to a financial planner from our team about your specific needs — whether you want to focus solely on a specific element of your plan or you want to have a full picture of your financial health. Over the next couple of months, we’ll work with you to get clear on your cash flow and budget (if you want), a plan for your big savings or retirement goals, advice on insurance or estate planning, and anything else you need help with.
Note: While we may be able to advise on some investment and asset decisions, we do not manage assets under our financial plan-only service.
Every financial plan will come with:
- 1:1 call(s): Speak to a highly trained financial planner about your specific needs. The number of calls depends on the complexity of your plan!
- Recommended actions: Suggested steps to help you organize your finances, set up accounts, increase contributions, and more!
- A financial plan: A written plan that includes each step toward your financial goals
- Will builder: We’ll give you free access to wealth.com’s will-building tool so you can create documents that protect your family
Cost: Starting at $5,500
Is a Financial Plan From Guiding Wealth Right for You?
This option is perfect for anyone who:
- Needs guidance to reach certain financial goals
- Is managing their finances on their own (and want a second opinion)
- Wants to see a big-picture view of their money and what it can do
- Isn’t quite ready for ongoing financial advice or managed investments
- Is looking for expert financial advice without a long-term commitment
- Wants a thorough roadmap to optimize their financial future
- Wants resources and documentation that help them manage their finances and legacy
We want to show you how the money you have now can work for you even more.
Find out if OUR financial planNING SERVICES ARE right for you
Interested in a financial plan but unsure if it’s the best option for you? Schedule a free consultation today. We’ll talk through your options and offer our honest advice on whether or not these one-time plans are right for you! Please note: There is never any pressure to work with us after a free consultation!
Frequently Asked Questions
What’s included in a financial plan?
If you choose a standalone financial plan with Guiding Wealth, your work with us will depend on your goals or challenges.
However, every plan comes with:
- 1:1 call(s): Speak to a highly trained financial planner about your specific needs. The number of calls depends on the complexity of your plan!
- Recommended actions: Suggested steps to help you organize your finances, set up accounts, increase contributions, and more!
- A financial plan: A written plan that includes each step toward your financial goals
- Will builder: We’ll give you free access to wealth.com’s will-building tool so you can create documents that protect your family
How much does a financial plan cost?
A custom financial plan starts at $5,500 and increases based on complexity. This is because of the depth of planning and time spent with our planner(s). Your specific financial situation must be reviewed before we can make a final quote on price!
Can I do a standalone financial plan and then move into financial planning later?
Absolutely. We’re here to support you in whatever way works best for you. You can work with us to create your financial plan and, should you ever decide you want to invest with us, simply let your financial planner know! You can also speak to our team about which option is right for you and to discuss pricing.
How long does a financial plan take?
Your financial plan can take anywhere from a few weeks to a few months to complete. When we have our initial consultation, we’ll be able to better propose how long the plan will take based on your goals, financial complexity, and timeline!