Personal Financial Planning

To schedule an appointment to discuss your Personal Financial Planning:

Request Appointment

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. Our personal financial planning process begins with creating a roadmap to reach your ideal financial structure. We get to know you, your lifestyle, your financial obligations, and your goals. We then create a custom financial plan that fits your individual needs.

After we create your financial plan, we continue to check in to confirm that it is still relevant and ideal. We meet in person at least once per year to review your progress and assess the needs for any changes to your plan.

Areas of Personal Financial Planning include:

  • Business Planning
  • Cash Flow Analysis
  • Corporate Retirement Plan Review
  • Education Planning
  • Employee Stock Compensation Planning
  • Estate and Gift Planning
  • Income Reduction Options – Many of our clients are looking to leave their corporate jobs to have a less stressful life. We work with them to evaluate how long they need to stay in their current jobs and what the minimum income they can earn to stay on track for their goals.
  • Insurance Review
  • Investment Allocation
  • Liability Planning
  • Real Estate Cash Flow Analysis
  • Retirement Distribution Planning
  • Retirement Planning
  • Tax Planning

The Guide My Finances Process:

Step 1: 20 Minute Phone Consultation

During this initial introduction, our advisors will get a better sense of your needs and objectives, and will help you prepare for our initial in-person consultation.

Step 2: Discovery Meeting

This one-hour consultation is an opportunity to deep dive into your financial goals. We will work with you to uncover your financial goals and will review key financial information so we can better advise you.


If you would like to manage your own investments, the summary of recommendations will outline key observations and recommendations surrounding your current portfolios. If you would like us to assist with investment management, a separate investment strategy meeting is scheduled to review more detailed recommendations.