Guide My Finances

Guide My Finances Guide My Finances offers flat-rate and hourly financial consulting as well as investment management CRD #4818775. CA Insurance License # 0E49845.

Guide My Finances is a full service financial planning firm offering a variety of services including:

Flat Fee Financial Planning
Personal Retirement Planning
Corporate Retirement Planning
College Planning
Stock Compensation Planning
Investment Management

For more information about Guide My Finances, visit www.GuideMyFinances.com


Securities and investment advisory services offered through Osa

ic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Guide My Finances and Jaclyn Mazur are licensed to do business in CA.

Your money should be working for you in more ways than one. A financial plan based around these pillars will help streng...
09/04/2026

Your money should be working for you in more ways than one. A financial plan based around these pillars will help strengthen what you've built.

✅ Savings helps create stability. This is easily accessible money that can help with unexpected emergencies and short-term goals.

✅ Investments set you up for the future. Whether it's for retirement, your kids' educations, or just building your legacy, investments are long-term strategies for long-term wealth.

✅ Protection, like estate plans and trusts, helps to preserve everything you've worked so hard to build.

You don't have to navigate your financial plan alone. Schedule a consultation with a CERTIFIED FINANCIAL PLANNER® from our team today!

Paying for your kid's college? 📚💵 Here are some things you should know before writing that first tuition check! Not sure...
09/01/2026

Paying for your kid's college? 📚💵 Here are some things you should know before writing that first tuition check!

Not sure which option is a better fit for your family? We can help!

08/28/2026

Listen, we know budget conversations aren't fun... 😂 But they're an important part of financial planning.

While most high-net worth individuals don't necessarily have a "budget", it's still important to know exactly where your money is going each month.

In most cases, instead of creating a spending budget, we help clients identify their savings budget leaving the rest to spend as they please. When you know how much to save to stay on track, a spending budget often becomes less necessary.

Without a clear picture of how your money is allocated, you risk missing out on important financial goalposts or knowing when it's time to adjust your plan.

We aren't being nice because your our client. We're being nice because we take your financial plan personally too. We wa...
08/26/2026

We aren't being nice because your our client. We're being nice because we take your financial plan personally too.

We want to see you win.
We want to see you succeed.
We want to see you build a legacy.

This is more than numbers to us. We genuinely care about the life you're building, every step of the way!

08/24/2026

Do you actually need a financial advisor yet? Let’s talk about it! 👇

Financial planning isn’t one-size-fits-all. The level of guidance you need often changes as your finances, and your life become more complex.

There are moments when there are more decisions to make, more opportunities to consider, and potentially more at stake.

The right financial advisor can help you see the bigger picture and make sure all the pieces of your financial life are working together.

That’s when having a professional in your corner can make a BIG difference.

Not sure where you fall on the list? Schedule a call with one of our CFP® professionals and let’s talk through what makes sense for you.

08/21/2026

You wouldn't trust ChatGPT to perform a surgery would you?

Do you think your local Facebook group could diagnose your sick dog?

Would you trust your mom's neighbor's great uncle to fix your car's engine?

No?

So why are you trusting your retirement to guesswork, friends, and Chat GPT?

Retirement isn't something you can wing. It takes a real plan, built on a real strategy that is reevaluated and adjusted over time, not advice from a stranger's comment section.

Let's build a retirement that lets you keep the lifestyle you've worked hard for. Give our team a call today.

On a podcast earlier this year, Anne Hathaway said "It's not cute to be financially illiterate", and that sparked a conv...
08/19/2026

On a podcast earlier this year, Anne Hathaway said "It's not cute to be financially illiterate", and that sparked a conversation that many women needed to hear.

We’re not sure where the idea came from that it’s somehow “adorable” for women not to understand money, but we’re watching that narrative change in real time.

More women are speaking up, asking questions, and educating themselves about their finances. And we couldn’t be happier to see influential women using their platforms to remind others that financial literacy isn’t just empowering, it’s essential.

Even if you're not planning to be the head of finances in your household, knowing how to manage your money is a form of independence. And that’s always been something worth celebrating. 💰✨

Why do you think women play dumb when it comes to finances? Leave a comment below!⬇️

08/17/2026

Pro Tip: If you hear your financial advisor saying any of these things... RUN! 🫨

We don't tell you what you want to hear. We tell you what you need to hear to keep your goals on track.

We have an obligation as fiduciaries to create a financial plan that actually benefits you and your goals, but not every financial planner is required to put your best interests first.

This is why doing your research when you're looking for a financial planner is important!

Give Guide My Finances a call and chat with one of our CERTIFIED FINANCIAL PLANNER® professionals today! ☎️

08/14/2026

Raising kids to be financially aware doesn't mean boring them with financial jargon. 📚

It means showing them how to manage, and spend money in real-life situations. 💸

The wealthy families are already using this strategy, and so can you!

What financial awareness strategies do you use with your kids? 🤔

Success starts with a plan, and a team of planners that can guide you through every walk of life. From retirement planni...
08/10/2026

Success starts with a plan, and a team of planners that can guide you through every walk of life.

From retirement planning, to divorce planning, to tax planning, to paying for your child's education, and setting up your special needs relative with a plan that actually benefits them, Guide My Finances has you covered!

Our team goes beyond the basics, and ensures you feel financially confident through every life change, big milestone, and rocky road. 🩵

Give us a call today! ☎️

Address

1265 Carlsbad Village Drive #201
Carlsbad, CA
92008

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

Telephone

+17605477585

Website

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