How can you reduce financial risks?

Experience, expertise and solutions to help you protect clients and loved ones from financial harm.

Millions of people are facing unnecessary financial risks.  Seniors are often targeted by scams. Dishonest companies overcharge people and sell unnecessary services. Friends, families, and others may be sources of undue influence over the elderly and people with special needs. Guide Change assesses spending habits and creates reports to mitigate financial risks.

Do you know someone whose finances are at-risk? 

Are you in need of a financial assessment or report?

Guide Change provides financial assessments and reporting to make sure that spending is in the best interest of the person.  Whether you are a professional serving at-risk clients or a concerned family member, Guide Change can help you better protect the people you care about and serve.

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When can a financial assessment or report help you?

In addition to better peace of mind, Guide Change can help you better oversee financial matters and meet compliance standards for:

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• ​Estate Planning and Trusts

• Financial Power of Attorneys

• Financial Caregivers and Families

• Guardianships of the Estate and Conservatorships

• Representative Payees for Social Security

• Veterans Benefits Representative Payees

• Other Fiduciary Relationships

How it Works

Log-in to our secure platform and connect your, or your client's, financial information. 

We check 100+ points of concern such as high spending, unusual activity,

and potential fraud.

We red flag transactions that may need your attention.

You receive: 

A detailed financial report that assesses financial habits.

Suggestions on how to better protect money for at risk people.

Transparency and peace of mind from better understanding your situation.