My husband and I had such a great experience with Guide My Finances. Prior to working with Jackie, we had a financial advisor that we thought was looking out for us. After meeting with Jackie it became clear that our current advisor was more of an insurance agent looking to make commissions by selling us insurance policies. I had no idea how different a financial planning experience could be. When we met with Jackie we spent over an hour discussing our goals and dreams. She reviewed everything we were currently doing, gathered documents, and constructed a financial plan outlining the steps we needed to take to reach our goals. Rather than trying to sell us insurance we didn't need, Jackie charged us for her time and gave us quality advice. If you are looking for a second opinion, to be sure the advice you have received in the past was in your best interest, not your advisors, I highly recommend you call Guide My Finances.

It took me a while to actually decide to work and partner with a financial advisor. It was many interviews and probing questions before I found Jackie and her team, and it just felt right. I appreciated the unbiased financial plan she put together for me with lots of different scenarios we wanted to explore. AND there was never any pressure to buy insurance or invest our assets with her team. In fact, she really is in this to help clients like us reach out goals and have more clarity on what kind of life we truly can create and afford. Post financial plan, she and her team followed up regularly to ensure we were taking action steps with our other advisor partners, like our estate planning attorney and CPA, and she has an abundance of great advisors in her network that she offered up when we needed a referral. I can't thank Jackie enough for being such an honest, caring and incredibly strategic and intelligent resource to our family.

Working with Jackie  was truly a blessing and life changing. Of course she helped me understand the numbers; but the most important thing was that she empowered me to walk into mediation feeling informed and confident. What stood out most was her commitment to fairness. Even though I was her client, she made sure both my ex-husband and I had a plan that gave us each financial security, peace of mind, and the ability to start our next chapters without resentment. Jackie's guidance even opened my eyes to options I had not even considered. She tailored and developed multiple financial scenarios according to my goals and current financial situation. Because of her, I was able to make clear, grounded decisions for myself and my family. The services are truly invaluable and I highly recommend her to anyone facing the process of divorce.

Jackie and the team at Guide My Finances are incredible. They're communicative, professional, and deeply knowledgeable across a wide range of financial topics. I was looking for an advisor I could pay by the hour who is an expert. I wanted someone who wouldn't pressure me into putting my assets under their management or into questionable plans that didn't fit my situation. Jackie was exactly that. She's direct, intelligent, and experienced. She asks insightful questions to truly understand my values and goals, and then offers tailored advice that brings me peace of mind, especially during big financial decisions. She doesn't waste time or overwhelm you with jargon, instead, she explains things clearly and simply. She really cuts through the noise. As someone who didn't grow up around wealth or have access to financially savvy relatives, Jackie feels like the honest, caring family member I wish I had. I'm grateful to have her in my corner.

My husband and I had a fantastic experience working with Lily Fallah at Guide My Finances. After a major career and life change, Lily took the time to thoroughly understand our financial situation and goals. She and her team conducted a detailed analysis and crafted a personalized retirement plan that aligned with both our timelines and aspirations. Lily is incredibly knowledgeable, thoughtful, and never pushy. She communicates in a way that helps you reflect on your priorities and make informed decisions. Her advice is genuine, and she clearly cares about building long-term relationships—not just as a financial advisor, but as a trusted partner. Thanks to her support, we now have a solid financial plan and feel confident about our future. We’ve even entrusted her firm with managing our full portfolio because we believe in the value they bring. Highly recommend Lily and Guide My Finances to anyone looking for expert, caring, and personalized financial guidance.

I had the pleasure of working with Chelsea at Guide My Finances, and I couldn’t be more impressed. From our very first conversation, it was clear she is professional and extremely knowledgeable. I came to her looking for a financial planner with knowledge in my unique situation—someone who could help me make thoughtful, strategic decisions for my future without taking big risks. She immediately understood my goals. She is intelligent, direct, and has an incredible ability to simplify everything for me. She knew exactly what I wanted to achieve and guided me with confidence every step of the way. I honestly wish I had found her earlier. I highly recommend Chelsea.