Financial Transitions With Guiding Wealth

When life and money change, you’ll need to adjust course.

But to successfully navigate a new financial reality, you deserve support and expertise from people who understand.

We at Guiding Wealth firmly believe that having the right people on your team can make all the difference during times of financial transition. If you suddenly find yourself managing more money — and the decisions that come along with it — we can help. 

Our Certified Financial Planner™ and Certified Financial Transitions™ expert has specialized training and experience that allow you to safeguard your money, plan for your future, and have confidence in your financial decisions. We operate as your partner and advocate, always working in your best interests. 

 

When You Need a Certified Financial Transitions™ Expert 

There are many financial transitions we encounter in our lives. Maybe you’re watching your company’s stock options grow, or you’ve recently received a massive promotion. Maybe you’ve sold your company or have inherited money after the passing of a loved one. Whatever event brought your new financial situation to you, odds are we’ve helped a client through something similar. 

There are countless situations like these, which we call a “Sudden Money Event.” Through them all, we’ve supported clients with advice and plans that work for them. 

Sudden Money Event:
An event that results in the transfer of wealth, leaving you with more money
— and the decisions that go along with it.

How We Help During Times of Transition

Often, financial planners have a very linear process for their clients. There’s the data collection, the financial plan, and the execution. But when you’re in transition, or have suddenly come into money, there’s nothing linear about your experience.

 
 

As you attempt to manage new money and new decisions, a Certified Financial Planner™ may not offer the services you really need. Your situation is unique and you need someone with more specialized training to help you navigate it.

Our Certified Financial Transitions™ expert understands the unique elements of Sudden Money Events, and can help you determine the best course of action — now and as you move forward.

At Guiding Wealth, our job is to keep you grounded as you acclimate to your new reality. While each person and their situation will be different, our first step is to help you decide how you want to navigate this transition. We operate as your thinking partner, adapting plans and advice as things change — because they will. 

We Want to Help You Navigate Your Financial Transition

Whatever situation brought the money to you, it’s now your job to wisely manage it — and it’s our privilege to help. We provide numerous expert resources to help you navigate your transition with less stress and work with you to create a plan that can adapt to you and your life. 

You deserve a Certified Financial Planner™ who can help you through your transitions, not just someone who offers a standard plan and sends you on your way. If you find yourself navigating a financial transition, please schedule a free consultation. We’re here to help.