Our Process
We Listen
At Guidance Financial Advisors, we believe that the better we understand you and your needs, the more our financial advice can be tailored to your goals. Listening is key to this. We strive to have frank conversations where we can listen more than we talk and come to understand where you are and where you want to go with your finances.
We Analyze
After we get to know more about you, we analyze the options available to you. The financial industry is full of products, but not all investments are a good fit for every client. We do our research to match our recommendations with your needs.
We Advise
Once we’ve devised a plan for how to begin to move toward your financial goals, we will meet to discuss your options. Our strategies are flexible and will be revised based on your feedback. We will continue this process until we have a plan that you feel comfortable with.
We Monitor
At the very beginning of the process we commit to building a relationship with you that will cover the span of your financial life. We continue to monitor your investments and will be here for you as life changes.