We Put Your Interests First...
We Believe You Deserve Access to Unbiased Financial Advice

  • 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.
  • The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
  • 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.

We Put Your Interests First...
We Believe You Deserve Access to Unbiased Financial Advice

  • 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.
  • The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
  • 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.

Our Team

Our team of certified financial planners can guide you in making the right financial decisions for your particular needs.


Service and attention are our top priority. Jackie Mazur and the Guide My Finances team work to ensure clients have a point of contact to get questions answered, to schedule appointments and to assist with transactions. Our team approach allows us give our clients the level of service they deserve.

Schedule A Consultation

 

When was the last time you looked at your investment portfolio with your long-term goals in mind? Let’s discuss how we can help you achieve your financial goals.