Vision-Driven Financial Planning

Go Beyond the Numbers with Strategies Aligned to Your Aspirations

Most firms will ask you how much you would like to spend in retirement, but that doesn't connect with what should be your true goals. What do you want to finance? A small business? Buying a boat? Retiring comfortably in the home you've always dreamed of? At Guidance Capital, we go beyond the numbers to align your financial plans with your life goals. Our job is to help you monetize your daydreams through our in-house framework, the Guidance Formula, designed to adapt and grow with you.

Phase 1:

Daydreaming

In an inviting, no-pressure introduction, you'll explore your financial dreams and our approach, establishing what truly matters to you.

Phase 2:

Discovery

We gather crucial details to tailor a plan just for you, ensuring every decision aligns with your interests as conscientious fiduciaries.

Phase 3:

Creation

With collaboration at its core, we design a flexible, comprehensive plan that outlines multiple paths to achieve your dynamic life goals.

Phase 4:

Departure

A plan is only as good as its execution. In this phase, we put your strategy into motion, taking the first steps to turn your goals into tangible results.

Phase 5:

Detailing

Success lies in the details. Here, we fine-tune every aspect of your financial plan—covering taxes, risk management, and estate planning—to ensure nothing important is overlooked.

Phase 6:

Piloting

Life is always changing, and so should your plan. Through ongoing monitoring and adjustments, we help your strategy stay aligned with your evolving goals, keeping your financial journey on course.