Guide My Finances

I just met with Jackie today and the appointment was such a positive experience! I was a little apprehensive and uncertain about how to obtain quality advice regarding divorce assets. She was very familiar with the divorce and mediation process, tax liability on a variety of products, and there was absolutely no pressure to work with her in the future. She was able to explain concepts in a simple and direct way and her communication style helped me feel confident that I was in a good hands. When I’m ready for more planning, I hope to do it with Jackie!

My wife and I were pondering retirement in the next year and although we are fairly financially savvy, we realized that we needed some professional advise as there are so many factors to consider. We knew we wanted someone with a modern perspective on financial matters pertaining to retirement, not old school «buy annuities» or «invest in tax-​free municipal bonds.» Jenny seemed to fill the bill.
We contacted Jenny and made an appointment. She sent us a financial planning workbook and asked us to gather some information for our meeting. When we met with Jenny we were instantly comfortable with her. She is young, bright and exceedingly personable.
During the time that she was preparing our investment plan we were in the process of making some important financial decisions. Jenny advised us on the sale of real estate and stock, reducing our tax liability and saving us a substantial amount.
The financial plan Jenny prepared for us is extremely comprehensive. She utilizes very sophisticated, but easy to understand, analytics and metrics. She assessed my defined compensation pension, our 401Ks and 457, investment accounts and real estate holdings. Jenny’s plan addressed our current retirement projections, including a year-​by-​year strategy of which assets we will access during retirement and a recommendation of when to file for Social Security. She also advised us on Asset allocation of our investments, health care, long term care and estate planning.
Jenny’s analysis gave us the confidence to significantly advance our retirement date!
We would highly recommend using Jenny for your financial planning needs, no matter what phase of life you are in. We will be using Jenny’s expertise as we make this life-​changing transition and she will certainly be invited to our retirement festivities!

I was referred to Jenny about a year ago when my husband and I were purchasing a new home. She was so helpful advising us on our finances and helping us combine and plan for the future. We have since kept her as our financial planner and go-​to!
Jenny isn’t pushy and definitely didn’t try to sell us any products/​insurance/​etc. In fact, I was most impressed with her ability to help us take small steps towards bigger goals, without feeling any pressure or stress. Some of the areas she has been most helpful are retirement savings, combining accounts (creating a more balanced portfolio), and introducing us to new ideas/​ways to save that are better for the long term. Since she also has her JD, she is super informative on the legal side of things as well as potential tax repercussions.
I highly recommend giving Jenny a call if you have any questions on your current financial life!

Like Jenny, I am a fellow business owner. We have worked together on several financial strategies. I can definitely recommend the services at Guide My Finances to people who are interested in a full service financial planning shop that won’t make you feel pressured to purchase anything and will provide straightforward financial advice. Full warning, she will be very honest about your financial situation and the potential outcomes you can expect (good and bad). I appreciated that type of honesty when I’m dealing with financial people, and it was a lot different than some other planners who would say anything to make me use their services. Jenny is hands on and hands down the most interactive FA I have used. This makes for a beautiful long term relationship!

I am a Guide My Finances client, and I have been so impressed with Jenny’s professionalism and hands-​on approach in helping me with my financial planning. Investing and planning for the future is a relatively new concept to me, and Jenny always makes me feel important and takes the time to answer even my most basic questions. It’s nice to have someone so knowledgeable helping me navigate the world of finance and long-​term planning strategies. Thank you to Jenny and the Guide My Finances team!