Guide Change

About Guide Change

WE HELP PROTECT YOUR FINANCIAL SECURITY― With years of professional experience protecting older adults, the Guide Change Team developed its platform to monitor financial transactions to make sure that money is spent in the best interest of the person who owns the account―providing a better way to keep their money safe. Guide Change experts use data and insights to create personalized financial reports that guide fiduciaries in determining proper spending for at-risk individuals. Our services benefit fiduciaries and trusted contacts for older adults who want an extra layer of protection for their money. Guide Change works with law firms and other business professionals who provide estate planning and similar asset protection services. The benefits of using Guide Change― ✓ Quickly aggregate financial data from multiple sources ✓ Categorize spending for reporting and analysis ✓ Review potentially suspicious activity based on red flags ✓ Understand if money is being spent in a person’s best interest ✓ Securely share information with trusted contacts ✓ Receive recommendations on next steps and preventing fraud For estate planning lawyers, fiduciaries, and trusted contacts― ➀ Sign-up at guidechange.com ➁ Set-up Financial Accounts for review ➂ Receive a Report analyzing spending To learn more about Guide Change, please visit our website at: https://guidechange.com/ or email Michael Curran, at: mcurran@guidechange.com. We look forward to hearing from you!

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