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  2. About
  3. Our Planning Process

Our Planning Process

The Guidant Way

At Guidant Planning, we compare the financial planning process to the task of mapping out your route on a long voyage. Over the course of your life, you’ve made a wide range of financial decisions, many of which will impact the financial planning process. So as you begin that process, it’s a good time to step back and examine any pre-conceived notions you’re bringing to the table.

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We’ll help you figure out what those beliefs are and show you why holistic planning is the most comprehensive approach to mapping out your financial future. This process may lead you to question some of the ideas and thoughts you’ve held about money and finances. That’s all to the good – it’s impossible to move to the next level in your personal and financial life without questioning and challenging such pre-conceived notions.

As we work with you to design your financial plan, we’ll follow the path of a carefully constructed process that involves:

  • Discussing the current state of your finances with you
  • Discovering your values and goals
  • Analyzing your current investments and overall financial status
  • Devising a comprehensive, holistic financial plan

Following this deliberate, meticulous process strongly increases your chance of realizing a financially secure and personally fulfilling retirement.

Our process is divided into two parts: the view above the horizon and the view below the horizon. Put another way, the view above the horizon involves the fundamental issues that shape your life and your worldview, including your individual mission, vision, values and goals. Before we can help you put together a financial plan, we have to understand you, an aspect that all too many financial advisors ignore.

Once we have a thorough understanding of your worldview and goals, we can move into the specifics, which is the view below the horizon. This involves the strategies, tactics and tools we’ll employ to shape your financial plan.

*No strategy assures success or protects against loss in periods of declining values

About

  • Introduction
  • How We Differ
  • Our Planning Process
  • Holistic Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626-396-1650
Toll Free: 800-332-8552
Email: contact@guidantplanning.com

Guidant Planning, Inc.
1499 Huntington Dr.
Ste. 303
South Pasadena, CA 91030

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Guidant Planning, Inc. | 1499 Huntington Drive, Suite 303 | South Pasadena, CA 91030 | (800) 332-8552

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Allen Yee is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer (member FINRA / SIPC). Advisory services offered through Guidant Planning, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Guidant Planning, Inc. is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Privacy Policy. The websites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website’s users and/or members.

 

 

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