Guide My Finances

Dec 2022

I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan.Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jackie is experienced, has a pulse on the economy and markets, proactive, confident without arrogance, and direct- everything you need from someone managing...read full review

Dec 2022

Working with Jackie has been one of our best financial decisions. She is very knowledgeable, good at explaining things, and has been instrumental in helping us develop clear plans for college savings, retirement, and investment/tax strategies.

Dec 2018

Jackie continues to help us put together our financial plan and has given us the insight to feel confident in our short term and long term financial decisions. We love working with her!