Personalized Service Customized for Your Needs

Who We Serve

In one word….you.    We only work with individuals and families.  No corporations or institutions.  That way you get the attention you deserve.

Guided is ideal for the young, or the young at heart!  We work with people who are comfortable with online technology.  If you’re looking for a better combination of services and prefer the convenience of accessing your accounts online, we’re for you.

We also understand that everyone starts somewhere.  That’s why we have a no-minimum policy.  As long as you are committed to improving your future with a monthly auto-deposit, we’d love to work with you.

We’re a Houston, Texas based financial planning firm, and we love to meet local clients at our offices.  But if you prefer the convenience of online meetings and are outside of the greater Houston area, we’re happy to work with you too.  Either way, we’re always a quick email, phone call or video conference away when you need us.

Case Study #1: Young Professionals (and Couples)

Services: Savings and Spending Analysis, Customized Financial Plan, Low-Cost Investments
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Case Study #2: Mid-Career Professionals (and Couples)

Services: eMx Wealth Management Portal, Risk Assessment, Retirement Account Analysis, College Planning
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Case Study #3: Later Career Professionals (and Couples)

Services: emX Platform, Retirement Planning, Tax Planning
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