Welcome to
Guide My Finances

Whether it is personal investment management or assisting you with navigating the financial intricacies of your divorce, we can help you develop your financial vision and give you access to the information and tools you need to work towards your goals.

Guide My Finances

PERSONAL
Planning

Investing in a mutual fund or stock without a financial plan is like buying double-paned windows when you don’t own a house. The actual product may be a great, but if it doesn’t fit, or doesn’t work for what you need, it’s not of any real value to you.

DIVORCE
Planning

Since settlements are in large part financial, Divorce Financial Planners can explain your options, help you set priorities, and lead you through the hard choices ahead. We work to assist divorce attorneys and clients with clarifying the financial effects of divorce.

INVESTMENT
Management

When was the last time you looked at your investment portfolio with your long-term goals in mind? It may be time to review, revise, and reorganize your money to make sure you are set up to achieve everything you want in the future.

Well Ahead

The Path Where Your Goals and Finances Align

Retirement Planning

Retirement planning happens in many stages, from pre-retirement planning to post-retirement distribution management. No matter what stage of life you are in, we can help you prepare for the post-work years ahead.

Investment
Management

Reorganize Your Portfolio

Recommended Investments

Investment Management

Flat-Fee Management

Divorce Financial Planning

We help lawyers and divorcing clients address the special financial issues of divorce with data that can help achieve equitable settlements. It’s always a good idea to speak with a professional regarding the potential financial outcome of your divorce before anything is finalized.

Employer
Sponsored Plans

Fast Facts
Fact 1

Does your company’s retirement plan work to recruit, retain and reward employees? It is important to review your plan regularly to ensure it is meeting the objectives of the company.

Fact 2

Employee education is the key to unlocking the full potential of any employer sponsored plan, ensuring the full benefits are achieved both for the company and the employees.

Fact 3

Many of the benefits that employers gain from offering a plan do not go in effect until a certain threshold of plan participants is met. We help you achieve your plan goals by providing quarterly education seminars to your employees.