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


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 might not be as valuable as you think.


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.


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

Accumulation Planning

Distribution Planning

Cash-flow Analysis

Corporate Retirement Plan Review

Investment Management

Reorganize Your Portfolio

Recommended Investments

Investment Management

Flat-Fee Management

Divorce Financial Planning

Efficient Division of Assets Recommendation

Marital and Separate Property Analysis

Post-Marriage Cash Flow Analysis

Stock Valuation and Analysis

Employer Sponsored Plans

Defined Benefit

Defined Contribution

Employee Retention