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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.

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/

06/24/2026

When your marital status changes, your financial plan may need to change, too.

Divorce can affect everything from retirement savings and insurance coverage to long-term financial goals. Understanding these moving pieces can help you make more informed decisions (and feel more empowered!) during a challenging time.

Read our latest blog for an overview of important financial considerations before, during, and after divorce.

Visit guidingwealth.com/blog to learn more.

06/17/2026

Financial planning isn't about predicting the future.

It's about creating a framework that helps you make thoughtful decisions as life happens.

Whether you're navigating a career change, planning for retirement, supporting family members, or simply wondering if you're on the right track, having a financial plan can provide greater clarity around your options.

At Guiding Wealth, we believe financial planning should help you feel informed, prepared, and confident in the decisions you're facing now and in the future!

Learn more about our approach at guidingwealth.com/contact.

06/10/2026

Estate planning is about more than passing on assets. It's about making sure your people, priorities, and legacy are protected.

But what if you're single or don't have children? Having a plan in place can provide clarity for the future and confidence that your wishes will be honored.

Read our latest blog to learn more: guidingwealth.com/blog

06/03/2026

Millions of Americans carry student loan debt and many college students are preparing to take on loans this fall.

At Guiding Wealth, we aim to equip you with the knowledge and tools to approach student loans with clarity and confidence.

➡️ Step 1: Identify Your Loans
Before building a repayment strategy, it’s important to understand what you have.

There are two main types of student loans:
1. Federal loans, which are issued by the government and often include borrower protections and flexible repayment options.
2. Private loans, which are offered by banks and credit unions and typically have higher interest rates and fewer protections.

➡️ Step 2: Review Your Loan Terms
Take time to gather key details such as interest rates, repayment terms, grace periods, origination fees, and your loan servicer.

➡️ Step 3: Stay Organized
Keep a clear record of each loan, including lender, balance, interest rate, repayment term, and servicer contact information.

Having a strong understanding of your loans is the foundation for building a repayment strategy that works for you.

To learn more about how to approach your specific student loans, visit https://guidingwealth.com/blog/student-loan-repayment-strategies-by-loan-type/

05/27/2026

Looking for a financial habit that can help you feel more in control?

Start small. One habit we often encourage is setting aside time each week to simply check in on your finances.

Review your transactions, glance at your budget, or revisit your goals.

It’s not about being perfect, it’s about being more aware!

What’s one money habit you’ve started that helps you feel more confident or organized?

05/20/2026

Retirement isn't one-size-fits-all.

It might mean starting a second act, finally pursuing a creative passion, or having the time to give back to causes that matter most to you.

At Guiding Wealth, we don’t just plan for your “exit date.”

We plan for what comes after... for the life you want to live, the people you want to spend it with, and the legacy you want to leave.

Let’s make sure your retirement reflects you. Contact us today to start planning your retirement! guidingwealth.com/contact

05/13/2026

Scammers are getting more sophisticated... and more successful.

In 2025, Americans lost $27.3 billion to identity fraud and that's just what was reported.

Unfortunately, only about 14% of people who get scammed or have their identity stolen report it to the authorities! This is probably because they aren't sure what to do first, or don't act quickly enough to limit the damage.

If you've ever wondered what you'd actually do if it happened to you, this week's blog is worth bookmarking.

We put together a step-by-step guide on exactly what to do if you've been scammed or think you're a victim of identity theft: who to call first, how to freeze your credit, how to secure your accounts, and when (and how) to report to the authorities.

Knowing the steps before you need them makes all the difference!

Read it on our blog at guidingwealth.com/blog

05/06/2026

College costs add up quickly. This generation of students is expected to borrow around $43,000 on average to earn a bachelor’s degree, and many will take on more.

If you have a high school student planning for college (or heading there soon), it can help to talk through the full picture early, including loan options to what repayment looks like after graduation.

Working with a Certified Student Loan Planner can bring clarity to those decisions and help your family plan with more confidence.

If you’d like support, our team is here to help.
guidingwealth.com

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

http://www.guidingwealth.com/

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