Frequently Asked Questions
How do I get started?
The easiest way to get started is to book a call with the Guide Change team. Alternatively, you can call us at 512-961-3383 or email us at firstname.lastname@example.org.
After a brief inroductory call, you will be emailed our Money and Aging Survey to tell us about your goals and concerns. Following completion of the survey, you will select which financial accounts you want analyzed using the Guide Change app (easy, step-by-step instructions included). That's it. Then we have the information we need to provide you with personalized, expert advice.
What does it cost?
We have 3 pricing tiers.
1. Guide Change is currently offering a limited number of
free trials that looks at survey data but does not include analysis of financial transactions. This includes our detailed survey and a l
2. The Guide Change Introductory Package is $199. This package that includes an introductory phone call, our detailed survey, use of the Guide Change app to securely share financial data for analysis,
one personalized report, and a follow-up call to answer any questions.
3. The Guide Change Special Package is $399. This package that includes an extended introductory phone call, our detailed survey, use of the Guide Change app to securely share financial data for analysis,
12 personalized monthly reports, and three follow-up calls to answer any questions.
Is it secure?
Guide Change takes security seriously.
What are the benefits of Guide Change?
With Guide Change, you get a financial care report that is personalized for your situation. The report will help you organize financial information from multiple accounts (for retirement and estate planning), identify ways to save money (through comparison data), and mitigate risks associated with fraud (by using red flags to highlight suspicious transactions).
Additional benefits are described on our
Who benefits from using Guide Change?
Guide Change provides insights and analysis that are useful to anyone concerned with money and aging. Our tools help professionals, caregivers, seniors and families.
More information is available on our
Who Benefits page.