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About my services

Welcome 👋 My name is Louis Guajardo, the founder and lead financial planner at Moonshot Planning. Here, we alleviate the stress of building a business and a loving family while managing your family’s and business’s financial future. Learn why and how below ⬇️ 👩‍👧‍👦 Why We Help When I was a kid, I remember going to the grocery store with my single mom of four. I loved spending time with her, even if it meant calculating the price per ounce of cereal, pasta, and other grocery items. I also remember being the last of the four children to choose what I wanted to order from Taco Bell, with a total family budget of $12. This exposure to financial hardship shaped my money personality type: a Money Vigilant (Google the four money personality types to learn more). I often found myself torn between my cautious money style and the understanding that I needed to take risks to avoid this type of hardship while building my family. My experience founding Moonshot Planning and growing up with a single mom taught me many lessons. I realized that entrepreneurship can create meaning and purpose for women who are expected to be stay-at-home partners, help young women find passion and drive, and empower struggling moms to overcome financial hardship. Our goal is to help womenpreneurs so that no one else has to experience the struggles I saw with my mom. 📝 How We Help As much as we advocate for business ownership, we know just how challenging it can be. Add the societal expectations placed on women—such as being the lead parent, the caretaker of aging parents, and managing daily household tasks like cooking and cleaning—and it’s clear that women face unique challenges when building a business. With a service model designed specifically for womenpreneurs, I aim to take as much off your plate as possible. This includes managing income and expenses, tracking progress toward your goals, ensuring a proper retirement plan is in place, easing the burden of taxes, and even reviewing health insurance to make sure you and your family are properly covered! 📈 Connect Entrepreneurship can be lonely. That’s why we’re also building Moonshot Collective—a community of business owners dedicated to eliminating the stigma that personal finances should be taboo. Together, we’re creating a space that fosters growth and connection for everyone. **Excuse my run-on sentences, they come with passion 🤷‍♂️**

Fee Model
Subscription / Monthly Membership

$150-$700/ month

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Form ADV Information

Information extracted from Form ADV

Total Clients

8

Average Account Size

$102,505.75

Years of Experience

Experience data sourced from SEC IAPD

Years of Experience

4

Public Documents

FORM ADV

Form ADV

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 06/26
✓ No Commission Products