Get Started

Life is a Journey.

Let us help you make the most of yours.

There’s no cost, no obligation, and no pressure. Simply give us a call at (502) 813-2100. or send us an e-mail using the contact form on this page to begin the completely confidential process.

Step 1

Complete our online, confidential questionnaire.

Step 2

Gather any pertinent financial documents you would like to review.

  • Driver’s license
  • Account statements
  • Social Security estimates
  • Pension estimates
  • Insurance policies
  • Wills
  • Trust documents
  • Healthcare directives

Step 3

Schedule an appointment with a member of our team to start accomplishing your financial goals.

Wyatt - Ben Marcum Photography-Louisville-Headshot Photographer-Professional Headshots-Guidance Capital Management Group -Nov 20 2018-1238

Wyatt Callison

Financial Planner

“Without a plan, a goal is nothing more than a wish. At Guidance, I work with you to structure a plan focused on achieving your financial goals and then tailor that plan to maintain its fit until those goals become accomplishments.”