Guide My Finances

At Guide My Finances, we understand that navigating the complex world of financial services can be overwhelming. That's why we're dedicated to providing personalized, unbiased guidance to help you achieve your financial goals. Our team of certified financial planners, including certified divorce financial analysts, are committed to delivering exceptional service and expert advice to our clients.

Our Approach

We believe that everyone deserves access to unbiased financial advice. That's why we've developed a flat-rate financial planning process that allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need. Our process begins with getting to know you, your goals, and your needs. We'll analyze all relevant data and present you with a comprehensive plan that outlines the recommended strategy. Our summary of recommendations will give you the information you need to implement the plan on your own or, if you prefer, we can assist with implementation.

Our Services

We offer a wide range of financial services designed to help you achieve your goals, including:

Financial Planning: Our financial planning process helps you build and maintain your personal wealth, savings plans for college, and retirement planning.

Investment Management: Our investment advisors will help you identify your investment goals and guide you to take the necessary steps to maximize your returns while minimizing risk.

Retirement Planning: We'll help you prepare for a comfortable retirement with our retirement financial planners, who will analyze your assets and income and identify sound strategies to make your money last as long as you need.

Divorce Financial Planning: Our certified divorce financial analysts can help you clarify what the next chapter looks like for you on your own and evaluate the financial impact of the choices you have, as well as advise on your financial planning and investment strategies moving forward.

Stock Compensation Strategy: We work with executives of publicly traded companies to understand how and when to sell shares to minimize taxes and ensure proper diversification in your investment portfolio.

Strategic Inheritance Planning: We help you avoid losses and give you a plan to stretch your inheritance to last over time.

Meet Our Team

Our team of financial planners is committed to providing exceptional service and expert advice. We understand the importance of getting to know our clients and their goals, and we take the time to understand your needs. Our team approach allows us to provide our clients with the level of service they deserve.

What Our Clients Say

At Guide My Finances, we're proud of the trust our clients have placed in us. Here's what some of our clients have to say about their experience with us:

• "I have never been happier. They have helped me to increase my retirement income by leaps and bounds even in this economy. I love the whole team and how they manage my accounts. Feel so secure as I am getting ready to retire sooner than later." - Cheryl G.
• "I've worked with a handful of financial planners throughout my lifetime, and Jackie, is by far the best. We constantly discuss my goals and dreams, and put together a plan to accomplish that. She has also built an incredible network of experts in their fields, and she has helped connect me to mortgage brokers, tax attorneys, estate attorneys, and many more experts." - Daniel N.
• "Gina Ellen does a flat fee financial planning which is extremely valuable to someone like me trying to build financial wealth these days. Many CFPs will limit their time with you by expecting you to understand that what they tell you is best for you. Gina Ellen went the extra mile to explain to me WHY her advice is best for me. Miss Ellen took the time to get to know me as a person to help create a better life for me and my family." - Daniel n.