Guide My Finances is a registered investment advisor based in Carlsbad, California, owned and operated by Jaclyn Mazur. The firm focuses on financial planning and consulting services rather than managing investment portfolios directly. Guide My Finances helps clients with a wide range of personal and business financial needs, including retirement planning, cash flow management, risk assessment and insurance analysis, estate planning coordination, divorce financial planning, and business owner strategies such as tax mitigation and succession planning. The firm also assists corporate executives with equity compensation planning, including strategies for handling restricted stock units and stock options. In addition to individualized planning, Guide My Finances offers educational seminars and workshops on personal finance topics. Clients are not obligated to implement the firm's recommendations or use any affiliated broker-dealers or insurance providers.
Fee Structure
- Hourly consulting — $150 to $450 per hour depending on the professional assigned, billed monthly or upon completion for time spent.
- Fixed-fee financial planning and consulting projects — up to $20,000 per project, with pricing determined by the scope and complexity of your situation. Typically billed with 50% upfront and the remaining 50% upon delivery of the plan.