Are We Right For You?

Why Guided Wealth?

Hiring a financial advisor is no easy task.  But it’s an important one!  Getting the right financial coaching and advice can mean the difference between a life of financial stress or the future of your dreams.

At Houston-based Guided Wealth Management, we believe in transparency and openness.  We’d like you to know what you can, and can’t, expect from us. That way you can make an informed choice of whether we’re right for you.

You want coaching, not advising

Times have changed.  The old Wall Street model of having your own investment guru has come and gone.  With Guided Wealth, we realize that today’s professionals want someone who works with them, collaboratively, to help them meet their financial goals.

You want more than cookie-cutter financial planning

Real financial planning can change your life!  That’s what we do here at Guided.  It’s far beyond plugging numbers in a canned program.  Instead, our CERTIFIED FINANCIAL PLANNER® professionals work closely with you to figure out where you want to go and what you need to do to get there.

You want real communication

While we conduct extensive research on our financial strategies, we know it is not enough.  You should know what you are invested in, and why.  It’s our job to explain everything so it’s easy to understand.  You’ll find that approach in everything from our emails to our reporting.

You want unbiased advice you can rely on

We are a fee-only, fiduciary firm.  We don’t earn commissions that may tempt advisors to sell you things you don’t need.  We adhere to the highest fiduciary standards, meaning we always put your interests first.  We work for you and your family alone.

Ready for a Financial Checkup?

Schedule your complimentary 45 minute financial review session today.