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. 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.
Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you're working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals. Our financial planners will help you Identify your investment goals and take the necessary steps designed to maximize your returns while minimizing your risk.
Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you're working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals. Our financial planners will help you Identify your investment goals and take the necessary steps designed to maximize your returns while minimizing your risk.
Services
When creating a comprehensive strategy to manage your assets, investments and finances, you need a partner who is dedicated to understanding your specific needs, who can help you pursue your specific goals, and who will assist you in Guiding Your Finances. At Guide My Finances we provide a personalized approach to financial planning.
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.
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.
If you are the parent of a child actor in California, New York, Louisiana or New Mexico, you are required to transfer 15% of your child's earnings to a blocked trust account, also referred to as a Coogan account. Known as the part of the California Child Actors Bill signed into law in 1939, a Coogan account protects money earned and accumulated under a contract as legal property of the minor child.
Planning for the financial future is an essential part of every divorce. Separating or divorcing couples often face major transformations in their financial circumstances.
If you are planning a divorce, are in the middle of a divorce, or have already finalized your divorce, the divorce financial planners at Guide My Finances can provide you with the guidance you need to evaluate the cost of divorce, negotiate an equitable settlement and ultimately, set up a solid financial plan based on your new income and assets.
If you are planning a divorce, are in the middle of a divorce, or have already finalized your divorce, the divorce financial planners at Guide My Finances can provide you with the guidance you need to evaluate the cost of divorce, negotiate an equitable settlement and ultimately, set up a solid financial plan based on your new income and assets.
The road to a comfortable retirement begins with a solid financial retirement plan. Reaching and maintaining a comfortable retirement is the most common goal our clients have. While the goal may be common among our clients, we have found that retirement can look very different from one person to the next.
Reviews (12)
Sarah C.
Aug 25, 2018
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My husband and 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
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
Brad A.
Aug 10, 2018
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Jackie Mazur truly puts her clients best interests first and foremost (which is rare). We looked at dozens of financial planners and all of them rubbed us the wrong way. With any financial planner you are worried about their interests overriding the clients, this is NOT the case with Jackie, she is totally unbiased and did not try and sell our family on anything that wasn't in our best interest. She is trustworthy, honest, and straight forward about working with you and tailors your plan to what makes the most sense for you and your family. She charges a flat rate, so there are no hidden costs
Vanessa G.
Jul 06, 2018
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All I can say is Jackie is simply the BEST! After reading so many amazing reviews, we decided to meet with Jackie. We had no experience with financial advisors and no idea what to expect. From the first meeting, she really took the time to get to know us, our goals and what we needed her help working towards. We were a young family just starting out, and my husband is the "saver", while I'm more the "spender" and she helped us create a budget that works for both of us and help us attain our financial goals. Fast forward 5 years, and we've seen our portfolio grow, ensured
Christina L.
Sep 07, 2016
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My husband and I recently engaged with Jackie as our financial advisor, having switched from another advisor. She's very knowledgeable and explains financial concepts in such a way that a non-finance person can understand. After having been with a previous advisor for a number of years, we decided he wasn't serving our needs and was actually making bad investment recommendations for us. We met with Jackie and instantly felt that she was looking out for our best interests and had a plan in mind. I think it's tough to find a financial advisor you can trust, but Jackie is definitely
Mikey W.
Sep 01, 2016
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After having worked with multiple financial planners over the years, I can honestly say Jackie is the best at what she does. She is smart, credible, well networked and an intelligent problem solver. Whether it's setting goals, option planning, or expense management she's a pro in all aptitudes of personal financial management. I highly recommend her.
G. V.
Jan 14, 2015
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We had the pleasure of meeting with Jackie today. She was great to work with and was able to help us evaluate our financial plan and guide us toward our next steps. It was obvious that she is very caring about her clients and has a desire to help. We've met with other financial planners in the past with not such a satisfying result. She stayed focus on our goals. I would recommend at the very least meeting with her. I'm sure you will feel she is the right person for your needs.
Sarah L.
Nov 24, 2014
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Jackie is fantastic! I've been working with her for several years now and not only has she helped me increase my personal finances but has guided me on attaining my business goals as well. She is professional, educated and makes each experience personal. I leave our sessions with all questions answered and more organized! I would highly recommend her.
Dianne B.
Mar 04, 2014
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My husband and I were looking for a fee only financial planner that would help us with our unique needs and not someone looking to make commissions from our investments. We read the reviews on Yelp about Jackie Weitzberg Mazur, and found exactly the person we were looking for! Her wisdom, knowledge and professional advice were above and beyond our expectations, by far. Jackie just completed our financial plan, and we could not be more pleased. We plan to visit Jackie twice a year for financial tune-ups. We highly recommend her services!
Alison C.
Jun 28, 2013
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I feel so lucky to have found Jackie! I had no idea that there was such a difference in financial planners, but I've learned that many of them make recommendations for their clients based upon commissions that they will be paid - not what's best for the client.
Not Jackie though. She's independent and doesn't make her money from commissions. You pay her for her counsel - she's working for you. This really makes all the difference in the world. She's YOUR advocate and has your best interest in mind.
I love working with Jackie because not only do I know that she
Not Jackie though. She's independent and doesn't make her money from commissions. You pay her for her counsel - she's working for you. This really makes all the difference in the world. She's YOUR advocate and has your best interest in mind.
I love working with Jackie because not only do I know that she
David L.
Jan 12, 2013
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Alessandra B.
Nov 19, 2011
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My experience with Jackie has been great, beyond my expectations!!!
In the past I have dreaded dealing with financial planners. I have tried working with several of them, but I was never satisfied with what they had to offer.
When I met Jackie I had specific financial questions and needs. Jackie prepared a very detailed plan with solutions tailored for my needs. She is very organized, has clear and simple ways of explaining financial terms/ solutions, and is very efficient. We met only a few times, but stayed connected with emails and phone calls, and she prepared my plan with short and long term
In the past I have dreaded dealing with financial planners. I have tried working with several of them, but I was never satisfied with what they had to offer.
When I met Jackie I had specific financial questions and needs. Jackie prepared a very detailed plan with solutions tailored for my needs. She is very organized, has clear and simple ways of explaining financial terms/ solutions, and is very efficient. We met only a few times, but stayed connected with emails and phone calls, and she prepared my plan with short and long term
Erin K.
Sep 29, 2010
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When I started my personal training business I had no idea what to do about my finances. Jackie helped put my retirement plan in place as well as health insurance guidance. She is extremely knowledgeable and helped me understand my finances better. I plan on trusting Jackie with my finances long term.
