Gain Confidence and Insights
Money and aging are complicated issues. Our mission is to help older adults and at-risk people live better lives by protecting their financial resources.
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Guide Change offers tools designed by experts with decades of experience to help you succeed.
Find out about Guide Change Awards and Partners
Don't Get Swindled
Scams and unscrupulous businesses steal money.
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Money needs to last so that people can live with dignity.
We offer technology to help clients avoid losses and save money.
Who benefits?
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Professionals
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Caregivers
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Seniors
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Families​​
Working with Guide Change is Easy
There are 2 small steps for you, and then our systems generate your customized report with insights to help you reach your goals.
Step 1
Tell Us About You
Take our Money and Aging Survey to share information regarding your goals.
Step 2
Follow the Money
Use the Guide Change App on your computer to let us know which accounts you want analyzed.
Step 3
Gain Insights
Get personalized recommendations to help you save and protect your money in an easy to read report.
How Much Does It Cost
Guide Change offers three pricing options. For more information, please contact us.
Tell Us About You
Option 3
Special Package
$399
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Introductory Call
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Money & Aging Survey
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Use of Guide Change App for 12 Months (view and securely share financial data)
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Initial Detailed Reports based on Survey and Financial Data
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11 Follow-up Reports based on ongoing reviews of Financial Data
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Follow-up Call with Recommendations
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2 Additional Calls to Discuss Further Recommendations and Next Steps
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Introductory Call
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Money & Aging Survey
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Use of Guide Change App for 2 Months (view and securely share financial data)
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1 Detailed Report based on Survey and Financial Data
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Follow-up Call with Recommendations
For More Information
To get answers to any of your questions, please schedule an introductory call or Contact Us.
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For answers to commonly asked questions, please visit our FAQ.
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