Our Process
No two clients' situations and goals are alike. That's why Golden Guidance's client relationships are built on individualized advice, customized investment portfolios and attentive, personal service. We utilize technology but feel a true financial plan must include more than just the numbers
No two clients’ situations and goals are alike. That’s why Golden Guidance’s client relationships are built on individualized advice, customized investment portfolios and attentive, personal service. We utilize technology but feel a true financial plan must include more than just the numbers
After we have had a chance to gauge your wants and needs, we take a look at where you are. We check on the current status of all aspects of your financial life in preparation for designing your customized plan.
This is where we blend all the information we have gathered from listening to you and investigating the numbers behind your situation. We mix in the data with our understanding of the market and financial principles to customize an approach that will help you bridge the gap between where you are and where you want to be.
Depending if you are more of a do it yourself-er or prefer to delegate to time and effort will determine how implementation is handled. No matter which category you fall into, we will be a resource for you along the way.
Plans are great and necessary to align yourself with future goals but times change. Your needs and wants can change and your situation may change. Being adaptable on monitoring your progress is key to future success.
Contact:
Location
Dallas, TX
support@mygoldenguidance.com
Phone
(214) 392-8839