Our Services
Financial Coaching and Assessments
Helping you take charge of your finances
Congratulations on taking the first step – it's usually the toughest. But you've made it this far and we're here to help guide you the rest of the way. You're not alone in this.
From the time you have that first conversation with Wendall we're confident you'll feel even better about the decision to take charge of your fiances. GUIDE offers an array of services and topics, all tailored to your unique situation and goals.
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Free Consultation – Get started with a no-cost, no-pressure conversation to explore your goals and needs.
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Managing Inflows & Outflows – Gain clarity on your income, spending, and debt so you stay in control of your cash flow.
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Debt Strategy – Understand what debt is manageable, what to pay off first, and how to stay break the cycle in the future.
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Money Mindset Coaching – Break through fear, stress, or unhealthy patterns with money to create lasting change.
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Planning for the Future – Build a roadmap for milestones like retirement, college savings, or career transitions.
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Full Financial Review – Take a comprehensive look at your current financial situation to identify strengths and gaps.
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Couples Coaching – Align financial habits, goals, and communication so you can move forward together in a healthy way.
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Workplace & Group Coaching – Practical workshops for employees or groups to improve financial confidence and wellness.
At GUIDE, every service is designed with one goal in mind: to help you feel more confident, in control, and capable of creating the financial life you deserve.
Take the first step today.