The Residency at Guiding Wealth

An innovative program that pairs financial planning clients and new financial planning professionals.

The Residency at Guiding Wealth is a one-of-a-kind program developed by our founder, Hannah Moore, CFP®. It’s designed to offer a unique level of support to new financial planners and clients who are underserved or want to be served differently by traditional financial planning services.

How Does The Residency Work?

Similar to the “teaching hospitals” of the medical field, The Residency gives a hand-selected group of up-and-coming financial planners the chance to work directly with clients under the guidance of a senior CFP® professional.

To qualify, an individual must be on the path to securing the CFP® accreditation) and have completed training and mentorship under Hannah via her educational program, Amplified Planning. Hannah selects candidates who have consistently performed well in monthly Amplified Planning CORE financial planning training exercises and who have completed The Externship, an 8-week virtual program featuring accredited curricula, mentorship from financial professionals, and hands-on financial planning work.

Being selected for The Residency gives planners the chance to work with Guiding Wealth clients under Hannah’s leadership and supervision.

Benefits of The Residency

The Residency offers outstanding benefits to clients and financial planners alike.

For Guiding Wealth clients, The Residency offers:

  • Creative financial guidance from a passionate and knowledgeable planner
  • An lower-cost one-time financial plan
  • The chance to help shape the next generation of financial professionals

For new financial planners, The Residency offers:

  • The chance to work closely with Hannah, a leader in developing creative financial planning solutions
  • Career experience that combined hands-on work with expert oversight
  • The opportunity to put into practice everything they’ve learned in their classes and The Externship 

Frequently Asked Questions

Are planners in The Residency fully trained?

Yes. Our small cohort of residents is hand-selected from a pool of more than 3,000 current or future financial planners who have learned under Hannah. They are required to have their investment securities license,  but they also have gone through the Guiding Wealth and Amplified Planning’s Residency Training Program, which is one of the most intense and involved training programs in financial planning. The difference between this program and others is that the focus is how to be a great financial planner, not just to sell products as so many other training programs are.  You’ll work with highly experienced professionals who have a deep commitment to serving clients well and going above and beyond in their pursuit of excellence. 

All financial plans created by Residency planners are thoroughly reviewed by a senior planner before being presented to clients.