Working With Guiding Wealth
Helping you build wealth, confidence, and security
At Guiding Wealth, we love financial planning and believe it’s about so much more than numbers and spreadsheets. We take the responsibility of guiding your finances finances seriously, but that doesn’t mean we take ourselves too seriously. A recent study shows that 45% of Americans would prefer to visit their dentist than talk to their financial advisor — and we’re on a mission to change that.
When you choose our boutique financial planning firm, you’ll be met with genuine smiles, as well as communication, solutions, and advice that support you — even if it looks a little unconventional. We’ve been known to pull out blocks, money card games, and good old paper and pen to help illustrate a financial picture that works the way you do.
A Financial Plan — and Process — Just for You
Financial planning may not sound like your idea of fun, but it’s ours. That’s why we work with you, the expert on your money, to make a financial plan that motivates and empowers you. To do that, we get to know you, your experiences, and how you operate with money. More than anything, we get excited with you, as we craft a plan for your money and your future. Our process might look a little different, but the results are undeniable.
Getting to Know You & Your Money
Personal and financial backgrounds
We want to know about you and how money plays a role in your life.
How do you talk about money, and how can we support that?
Let’s talk about spending, saving, investing, and planning.
What do you want your money to do for you, and how can we make it happen?
Creating a Custom Financial Plan
Let’s illustrate your plan by using tools and language that work for you.
Insurance is necessary — and it doesn’t have to be boring. Let’s talk options.
What does financial independence look like for you, and how do you get there?
Estate and long-life planning
You’ve got a lifetime ahead of you, so let’s plan to make the most of it.
By going through this exploration before creating a financial plan or advising on investments, we can better align our recommendations to YOU and where you are in life. Best of all, your plan won’t be explained in industry jargon, nor will it fill a massive binder that just collects dust. Instead...
We’ll create a financial plan that empowers you,
and adapts to whatever life sends your way.
A Financial Plan
When you choose to work with our boutique financial firm, you’ll have access to one of Dallas’s top Certified Financial Planner™ professionals. You’ll benefit from top-tier service and a team that really cares about you — not just your money.
You’ll also benefit from all that our firm has to offer, including:
An innovative approach to your financial life (and plan)
Educated, expert advice on financial decisions
Support in the execution and maintenance of your financial plan
Clear, concise, and easy-to-understand communication
A team-focused approach to financial guidance
Support for all of life’s big financial transitions
As a fiduciary firm, we always operate in our clients’ best interests. We also believe that everyone should feel confident in and excited about their financial plan, which is why we work one-on-one with clients and believe in deep communication. When you work with Guiding Wealth, you’ll be treated like the expert you are — the expert in your life.
We’re the experts in financial planning, and it’s our job to empower you in your money and your life. We take that duty very seriously, and we are excited to work with you.
Curious to learn more about Guiding Wealth? View our Engagement Standards.