Schedule a Consultation With Our Financial Planning Team
Guide My Finances provides personalized financial planning and investment management services designed to help individuals and families navigate retirement planning, stock compensation strategies, wealth management, divorce financial planning, and long-term financial goals. Our fiduciary advisors work collaboratively to provide customized financial guidance tailored to each client’s unique financial situation.
At Guide My Finances®, we understand that finding the right financial advisor is an important decision. Our team of experienced professionals is dedicated to helping you navigate your unique financial journey. Review our advisors' specialties below and schedule your initial consultation today.
How Do I Choose the Right Financial Advisor?
Choosing the right financial advisor depends on your financial goals, life stage, investment needs, and planning priorities. Guide My Finances helps individuals and families connect with advisors who specialize in areas such as retirement planning, stock compensation, investment management, divorce financial planning, and wealth transfer strategies.
What Financial Planning Specialties Does Our Team Offer?
Our financial advisors provide personalized guidance across a wide range of financial planning specialties, including retirement planning, stock compensation strategies, investment management, business succession planning, wealth transfer strategies, and tax-efficient financial planning.
Jackie Mazur, CFP®, CDFA®
As the founder and President of Guide My Finances, Jackie utilizes over 20 years of experience to guide clients towards reaching their financial goals in areas including:
- Stock Compensation Strategy (RSU, ISO, NQ, ESPP)
- Real Estate Strategy
- Divorce Financial Planning
- Tax-efficient Retirement Planning
- Multigenerational wealth planning
- Investment management and portfolio design
- Business Sale and Succession strategy
- Retirement accumulation and distribution planning
- Financial modeling for career transitions.
Lily Fallah, CFP®, ChSNC®
Dedicated to families with unique planning needs, Lily provides specialized guidance in these essential areas:
- Special needs financial planning
- Retirement accumulation and distribution planning
- Tax-efficient retirement distribution strategies
- Investment management and portfolio design
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Financial modeling for career transitions
- Real estate acquisition and management
- Education and college planning
- Aligning philanthropic goals with financial planning objectives
Chelsea Newell, CFP®, CEPA®, FBPS®
Drawing on her diverse experience, Chelsea provides specialized advice in:
- Retirement accumulation and distribution planning
- Real estate acquisition and management
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Tax mitigation strategies for business owners
- Investment management & portfolio construction
- Correcting negative behaviors and habits with money
- Business succession planning
- Wealth preservation and transfer
- Aligning philanthropic goals with financial planning objectives
Our Personalized Approach to Financial Planning
Guide My Finances believes financial planning should be transparent, personalized, and aligned with each client’s long-term goals. Our fiduciary advisors work closely with individuals and families to provide financial guidance designed around important life transitions, investment decisions, retirement planning, and long-term wealth management strategies.
Frequently Asked Questions About Scheduling a Financial Planning Consultation
Scheduling a financial planning consultation often raises important questions about advisor specialties, fiduciary responsibility, retirement planning, investment management, and financial planning services. Below are answers to some of the most common questions individuals ask before working with a financial advisor.
Personalized Financial Planning Designed Around Your Goals
Guide My Finances provides personalized financial planning and investment management services tailored to each client’s unique financial goals, lifestyle priorities, and long-term financial future. Our fiduciary advisors work collaboratively to help individuals and families navigate retirement planning, investment management, stock compensation strategies, wealth transfer planning, and other important financial decisions with confidence and clarity.