At Guided Wealth, we believe clarity creates confidence. Our process is designed to simplify complexity, helping you move from initial discovery to a clear, actionable plan that evolves with you. Each stage builds intentionally on the last, with structured meetings spaced to give you time for thoughtful review and collaboration.
Our first meeting focuses on understanding your goals, priorities, and what success looks like for you. We’ll share our approach and ensure the relationship feels like the right fit for both sides.
We take a deeper look into your full financial picture: your values, family priorities, and long-term objectives. This is where we begin to define what success means to you.
We review and verify all data and documents you’ve provided to ensure accuracy and alignment before developing recommendations.
We present your personalized plan with clear, actionable recommendations. Together, we turn insights into steps that help you move toward your goals.
With your approval, we begin executing your plan, coordinating with your CPA, attorney, and other advisors to ensure all elements work cohesively.
Once your plan is in motion, we transition into an ongoing relationship designed for long-term success. Regular reviews and proactive updates ensure your strategy continues to serve your evolving goals.
