About Company

Jose V. Sanchez, CFP® operates a flat-fee financial planning practice based in Santa Fe and Albuquerque, New Mexico, specializing in helping families living with and through Alzheimer’s create clear action plans and avoid procrastination. The company provides retirement-focused, education-first guidance delivered virtually and in person, emphasizing smarter strategies for managing and protecting wealth so clients can reduce stress and focus on what matters most. With a community-oriented approach shaped by decades of service and advocacy, we combine CERTIFIED FINANCIAL PLANNER™ expertise, transparent fees, and practical resources to empower clients to make confident, values-aligned financial decisions under the advisory framework of Retirement Wealth Guidance LLC.

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