Are your Financial Professionals Coordinated?
By definition a specialist has a particular area of expertise. GuideSpring excels in coordinating other professionals. By working with those already on your team or bringing our additional professionals to the table.
Whether you own a business or want to take care of your loved ones, we have established attorney relationships in the following areas:
- Business: buy/sell, contracts
- Wills, POAs, and trusts
If you need assistance with your tax preparation or just another CPA’s opinion on your taxes, we have established CPA relationships in the following areas:
- Audit assistance
A coach helps you achieve your fullest potential. Our coaches specialize in:
- Businesses and partnerships
- Budget and goal setting
- Family financial communication
Are You a CPA, Attorney, Coach, or Other Professional?
Would you like to join the Guidespring Community and provide additional value to our members?
We’re with you every step of the way, begin with a complementary call Today!
We take a holistic approach to financial planning – giving you the right tools to meet your goals.