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Our Process

In our fast-paced, increasingly complex world, it’s easy to feel overwhelmed by the torrent of information and competing, often contradictory opinions. There are many different roads that lead to a rewarding future, but you must first understand clearly where you are today, and where you want to go, to know that you are on the right path to meet your goals. We will be your guide.

Guidant Wealth Advisors will help you map your route, take those first, challenging steps and stay by your side throughout your journey. Our role goes beyond advice. It is our mission to protect the interests our clients. While we answer their questions in terms that make sense to them, we help them identify the questions they should be asking and provide clear answers to those as well. We are dedicated to helping you navigate the detours and overcome the obstacles that life inevitably brings. We’ll offer our specialized knowledge, expertise and experience to help you make sound decisions and lead you to developing a plan for a successful financial future.

Your comprehensive plan will address every area of your financial future—from investment management and insurance, to estate and legacy planning. Because we offer planning as a fee-only service, you can be sure that we are always working in your best interest.

Our diligent, five-step process is designed to help us understand what matters to you and deliver it effectively, so that you make sound decisions about your wealth and legacy.

Step 1: Discover
We’ll meet with you to gain an understanding of your situation, your current needs and your future goals. We will work with you to determine your risk tolerance to make sure the path you take is right for you.

Step 2: Analyze
We’ll review and evaluate all of the information we’ve gathered from you. After this in-depth analysis, we consider alternatives and develop specific recommendations for you.

Step 3: Guide
We’ll share our findings with you and help you select the strategies that are most appropriate for you, making sure that the solutions are tailored to your specific needs.

Step 4: Deliver
We’ll implement your strategy, acting as guardians of your wealth as we manage and track every detail and make suitable adjustments as the financial landscape changes.

Step 5: Review
We’ll hold regular meetings and conversations with you, so that we are aware of your changing needs as your priorities and goals evolve. This review process helps keep you on the path towards financial security and lifelong success.