Garrett Planning Network To Make Guide Financial Available to Its Network Of 300+ Advisory Firms

Private-label, web-based service helps advisors identify new opportunities for clients to save and invest using detailed cash flow analytics on all assets and liabilities

SAN FRANCISCO, March 12, 2014 /PRNewswire-iReach/ -- Guide Financial (, a web-based service provider targeted to financial professionals at advisory firms, banks and insurers, announced today that it has reached an agreement to make its service available to the over 300 advisory companies in the Garrett Planning Network. Guide will be offered as a private-label portal to Garrett's national network of hourly-based, fee-only financial planners.

"You can't invest what you don't save, which brings cash flow management to the heart of the financial planning process.  That is a core benefit of Guide," said Sheryl Garrett, founder of the Garrett Planning Network.  "We're delighted to team with Guide to make this service available to the financial planners in our network."

Guide provides advisors and their clients with the ability to conduct holistic cash flow analysis, and quickly and easily establish and track progress towards a range of financial goals. The software is designed to be used collaboratively, by advisors and clients, with instant access to comprehensive cash flow reports and the ability to monitor account balances, including held-away asset and liability accounts.

Garrett will offer its advisor network a private-label version of the software, incorporating a number of new collaborative features to enhance the client experience.  This includes tracking all conversations across specific topics; the ability for advisors and clients to share notes specific to a conversational thread; automated intelligent alerts to notify clients and advisors about key events (meeting or exceeding a specific goal, unusual transactions, and trends that could impact an investment portfolio, for example); and the ability to link "To Do" items and deadlines to discussion threads.

A new generation of investors

Guide estimates there are as many as 20 million households with assets between $100,000 and $1,000,000 that are underserved by current financial planning models.  The company makes it possible for advisors to profitably address this market through software that engages the client in an interactive process with the advisor, shifting the focus to clients' most important cash flow and planning needs, while automating many of the costly and time-consuming functions that historically made middle-class households more challenging to serve.

Guide provides fully automated onboarding and uses real-time information to constantly update an individual's financial plan. Guide's software will integrate with major custodial platforms and broker/dealers, along with data provided through a partnership with Intuit, which provides users with secure access to accounts at 19,000 financial institutions across North America.  Access to real-time data allows both the advisor and the client to constantly monitor progress towards a goal – e.g. down payment for a mortgage, college savings, or retirement – and to make adjustments accordingly.

"Guide offers an opportunity for advisors to expand the market for their services, targeting middle class households and members of Gen-Y, for example," said Uri Pomerantz, Guide's co-founder and chief executive officer. "While not all of these individuals and families will grow to become large clients, some will, and Guide will have helped position advisors to get in early on that potential for growth.  We look forward to working with Sheryl and her team to bring this service to the Garrett Planning Network."

About Guide Financial

Guide Financial applies cutting-edge technology to financial advisory – enabling advisors and institutions to address virtually any financial need, in any account, at any time. The company – which launched publicly this February – seeks to democratize access to financial advisory services, including for the approximately 20 million mass affluent and Generation Y families managing their finances alone. Guide empowers leading RIAs, advisors, broker-dealers, and financial institutions to better serve their clients through data and analysis covering clients' entire household balance sheets. Clients can build and monitor financial plans while advisors can track progress, view full cash flow reports, and monitor every account and financial goal. Guide is also developing partnerships with leading digital media brands to connect customers with financial advisors.

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About Garrett Planning Network

The Garrett Planning Network Inc. is a nationwide network of fee-only financial advisers and planners. The Network is made up of over 300 independent advisers whose goal is to make competent and objective advice accessible through hourly as-needed financial planning.  Its financial advisers bring the shared wisdom of a broad based network with significant experience in financial planning and investment management. Garrett Planning Network members are dedicated to providing access to quality advice for their clients regardless of the clients' incomes, the amount of an investment or whether the advice is a one-time consultation or ongoing financial management services.

For more information, see

Media Contact: Michael McMillan, MacMillan Communications, (212) 473 4442,

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SOURCE Garrett Planning Network



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