Guiding Wealth

Guiding Wealth Financial planning for YOUR life. Ongoing advice & planning, or one-time financial plans available. Our services and our style are tailored to you.

We specialize in financial planning, wealth management in times of transition, and continued asset guidance.

September is a great time to pause, regroup, and check in on your financial life before the year comes to a close (and w...
09/02/2026

September is a great time to pause, regroup, and check in on your financial life before the year comes to a close (and we all get busy with the holidays!).

From beneficiaries and savings progress to insurance, workplace benefits, and year-end planning, a few thoughtful reviews now can help you feel more prepared for the months ahead.

Our blog walks through the key areas worth revisiting during your September financial check-up.

Read the full blog at guidingwealth.com/blog

More women are taking an active role in their financial lives than ever before, and we are excited to see it! Of course,...
08/26/2026

More women are taking an active role in their financial lives than ever before, and we are excited to see it! Of course, that doesn't mean you have to navigate your finances alone.

If you're a woman looking for financial planning help, you might be wondering who the right fit is.

The right financial planning relationship should leave you feeling informed, supported, and confident in the decisions ahead. It should make space for your questions, reflect your values, and help you build a plan that fits your life.

In our latest blog, we share what to look for in a financial planner, questions worth asking, and how to recognize when you've found the right fit.

Read the full blog at guidingwealth.com/blog

Over the next two decades, an estimated $54 trillion is expected to transfer to surviving spouses, and more than 95% of ...
08/19/2026

Over the next two decades, an estimated $54 trillion is expected to transfer to surviving spouses, and more than 95% of those assets are projected to go to women.

For many women, there may come a time when they are making financial decisions on their own for the first time. Building financial confidence before that transition occurs can help create greater clarity and preparedness for whatever the future holds.

At Guiding Wealth, we believe every woman deserves to feel informed, supported, and engaged in her financial life.

In many relationships, one person naturally takes the lead on finances. It's common and often practical.But when only on...
08/12/2026

In many relationships, one person naturally takes the lead on finances. It's common and often practical.

But when only one partner understands the full financial picture, it can create stress and uncertainty during life's unexpected moments.

Financial partnership isn't about splitting every task equally. It's about making sure both partners feel informed, engaged, and confident in the decisions being made.

Our latest blog explores the financial conversations every couple should be having and offers practical ways to build greater visibility and confidence together.

Read the full blog at guidingwealth.com/blog

Financial confidence doesn't mean knowing every market update, understanding every financial term, or having every answe...
08/05/2026

Financial confidence doesn't mean knowing every market update, understanding every financial term, or having every answer.

It means knowing what questions to ask, understanding your options, and feeling comfortable seeking clarity when something is uncertain.

You don’t need to become a financial expert to make thoughtful decisions. A good financial plan should help you feel informed, supported, and confident in the choices ahead.

A net worth statement is simple: add up everything you own, like savings, investments, home equity, and retirement accou...
07/29/2026

A net worth statement is simple: add up everything you own, like savings, investments, home equity, and retirement accounts. Then you subtract everything you owe, like your mortgage, loans, debt.

What's left is your net worth.

Most people treat that number as a scoreboard, or the ultimate measure of how they're doing financially.

But here's what it doesn't tell you: whether your money is actually doing anything meaningful.

It doesn't tell you whether the things you say matter to you are showing up in your spending. It doesn't say whether you'll look back and feel like it was well used.

73% of Americans say a solid financial plan is what would actually make them financially happy.

In our opinion, here at Guiding Wealth, the plan is the thing that reflects your life. The net worth number is just one element of that.

Back in 2015, Hannah wrote a short post about adding one line to your net worth statement: Where your money actually took you.

We've updated that idea on the blog this week to include today's research, and with more questions that help you see how your money supports your life!

Read it on the blog at guidingwealth.com/blog

Is it time to hire a financial planner?While most people can benefit from hiring a financial planner, that doesn’t neces...
07/22/2026

Is it time to hire a financial planner?

While most people can benefit from hiring a financial planner, that doesn’t necessarily mean you have to hire one right away — or work with one consistently for your entire life.

These are some situations when it may make sense to hire a financial planner:

1️⃣ You’re getting close to retirement and aren’t sure whether you’ve saved enough
2️⃣ You’re newly retired and unsure what your budget should look like now
3️⃣ Your finances have become complicated due to multiple income streams, self-employment, or complex investments
4️⃣ You need to create or modify your estate plan
5️⃣ You’re going through a major life event such as marriage, a career change, a new baby, or divorce
6️⃣ You’ve received an inheritance or financial windfall

If you’re facing one of these situations or something equally complex, now could be the perfect time to start working with a planner.

At Guiding Wealth, we can help you stay focused on your priorities and ensure that your decisions are aligned with your values.

Let us know if you'd like to schedule a free consultation by commenting below.

You work hard for your money, but research suggests most people aren't spending it on the things that actually make them...
07/15/2026

You work hard for your money, but research suggests most people aren't spending it on the things that actually make them happiest.

Studies consistently show that experiences, like a trip, a concert, or a dinner with people you love, bring more lasting satisfaction than "things."

Unlike a material purchase that quickly becomes the new normal, experiences become part of your story. They hold up over time in a way that a new car or upgraded kitchen rarely does. And yet most financial plans treat experiences as an afterthought.

44% of Americans say the memories they make while traveling are priceless, but 26% have gone into debt to fund travel, and 13% have dipped into retirement savings to pay for trips.

The gap between what brings us happiness and how we actually plan for it is worth reflecting on!

On the blog this week, we're exploring what the research actually says about money and happiness, and what it means for how you spend. Read it at guidingwealth.com/blog

Do you and your partner see money the same way?Even the most compatible couples can have very different financial habits...
07/08/2026

Do you and your partner see money the same way?

Even the most compatible couples can have very different financial habits, priorities, and comfort levels when it comes to saving, spending, and planning for the future.

At Guiding Wealth, we help couples have honest, productive conversations about money — and create a plan that reflects both of your goals.

No judgment. Just clarity, alignment, and support.

Schedule a free call to get started by visiting guidingwealth.com/contact

07/01/2026

In the spirit of freedom this week… let’s talk about financial freedom vs. financial independence.

Both are big milestones, but they’re not the same.

Financial independence is about having enough money to cover your needs without relying on a paycheck.

Financial freedom is about having choices: the freedom to spend time the way you want, support causes you care about, or say yes (or no) to new opportunities.

At Guiding Wealth, we help clients work toward both so that your financial plan supports the life you want to live.

Curious about the difference? Read one of our most popular blogs! https://guidingwealth.com/blog/financial-freedom-vs-financial-independence-whats-the-difference/

Address

2007 N. Collins Boulevard , Suite 503
Richardson, TX
75080

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Website

Alerts

Be the first to know and let us send you an email when Guiding Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category