Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need. We will 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 to implement the plan on your own, or if you like, we can assist with implementation.
Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you're working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals. Our financial planners will help you Identify your investment goals and take the necessary steps designed to maximize your returns while minimizing your risk.
Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you're working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals. Our financial planners will help you Identify your investment goals and take the necessary steps designed to maximize your returns while minimizing your risk.
Services
About
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When creating a comprehensive strategy to manage your assets, investments and finances, you need a partner who is dedicated to understanding your specific needs, who can help you pursue your specific goals, and who will assist you in Guiding Your Finances. At Guide My Finances we provide a personalized approach to financial planning.
Personal Financial Planning
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Many financial advisors sit down with investors with "blinders on" and discuss only a short "checklist" of typical financial areas. At Guide My Finances, we believe your financial goals are more obtainable with a comprehensive financial plan in place.
We meet with individuals, families, and business owners to create a more organic relationship so that we can get an in-depth, understanding of all areas of your life that have financial implications.We often provide advice on matters other financial advisors would never even think of addressing or don't realize should be included in a financial plan.
We meet with individuals, families, and business owners to create a more organic relationship so that we can get an in-depth, understanding of all areas of your life that have financial implications.We often provide advice on matters other financial advisors would never even think of addressing or don't realize should be included in a financial plan.
Coogan Account
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If you are the parent of a child actor in California, New York, Louisiana or New Mexico, you are required to transfer 15% of your child's earnings to a blocked trust account, also referred to as a Coogan account. Known as the part of the California Child Actors Bill signed into law in 1939, a Coogan account protects money earned and accumulated under a contract as legal property of the minor child.
Divorce Financial Planning
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Planning for the financial future is an essential part of every divorce. Separating or divorcing couples often face major transformations in their financial circumstances.
If you are planning a divorce, are in the middle of a divorce, or have already finalized your divorce, the divorce financial planners at Guide My Finances can provide you with the guidance you need to evaluate the cost of divorce, negotiate an equitable settlement and ultimately, set up a solid financial plan based on your new income and assets.
If you are planning a divorce, are in the middle of a divorce, or have already finalized your divorce, the divorce financial planners at Guide My Finances can provide you with the guidance you need to evaluate the cost of divorce, negotiate an equitable settlement and ultimately, set up a solid financial plan based on your new income and assets.
Retirement Planning
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The road to a comfortable retirement begins with a solid financial retirement plan. Reaching and maintaining a comfortable retirement is the most common goal our clients have. While the goal may be common among our clients, we have found that retirement can look very different from one person to the next.
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