-
October 2023 by Kim S.
Found them on Yelp and was really happy with my consultation. After explaining my situation and goals, they thought I would benefit from working with another company they do business with that would better suit my needs. I appreciated the candor and honesty! If things change in the future, I will definitely be returning.
-
November 2022 by Kylie F.
If you are looking for thorough, personalized financial advice look no further. Jackie and her team are professional and knowledgeable, and always take time to answer my questions. I've worked with other advisors in the past who would use financial jargon making it difficult to interpret their responses. This is not the case with Jackie. She responds with clear answers that don't need interpretation. Jackie truly cares about her clients and it shows in every interaction we have.
-
November 2022 by Miranda K.
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 your assets.
-
October 2022 by Cheryl G.
I have been with Guide MY Finances for about 3 years. I have never been happier. They have helped me to increase my retirement income by leaps and bounds even in this economy. Their response time is so great. I love the whole team and how they manage my accounts. Feel so secure as I am getting ready to retire sooner than later.
-
October 2022 by Daniel n.
I've worked with a handful of financial planners throughout my lifetime. Jackie, is by far the best. We constantly discuss my goals and dreams, and put together a plan to accomplish that. She has also built an incredible network of experts in their fields, and she has helped connect me to mortgage brokers, tax attorneys, estate attorneys, and many more experts. You will be blown away by just having an introductory call with her.
-
October 2022 by Dawn F.
Gina Ellen is my CFP (Certified Financial Planner) meaning she is held to a "fiduciary standard" and her advice needs to be client central and unbiased. Gina Ellen does a flat fee financial planning which is extremely valuable to someone like me trying to build financial wealth these days. Many CFPs will limit their time with you by expecting you to understand that what they tell you is best for you. Gina Ellen went the extra mile to explain to me WHY her advice is best for me. Miss Ellen took in all of my financial information, concerns, plans and most importantly my goals. She took the time to get to know me as a person to help create a better life for me and my family. Gina designed realistic strategies I can stick with to mitigate/eliminate debt from accruing again and keep my money working for me instead of against me. Unexpectedly, Gina showed me how to plan for the present and still enjoy life while planning for my future (which was very important to me). I can't work hard all year and have no fun and she understood that! I personally wanted to purchase a larger home but was afraid to do so as I felt it would most likely keep me from following through with my long-term plan for retirement. Thankfully I decided to discuss this with Gina and to my surprise instead of her telling me to stick to my plan of retiring in 10 years she found a way to adjust my plan, save me thousands in capital gains, purchase the larger home and still stay on track for my retirement! She really does take the time necessary to create solutions and design a specific plan just for you! Gina legitimately cares about her clients and when she says she will do something, she gets it done! I think the key to her success is not just that she listens, Gina actually requires a certain level of client engagement, as she operates on a partnership model, rather than a do it all for me model. This was important to me to empower me & to be in control of my own finances and life, unlike a typical advisor's model. If you are not sure where to start, know that tax mitigation is her specialty so start there and let it naturally grow. The more information I gave Gina Ellen, not just financial, but when I communicated my dreams, concerns and expectations the more she dug in and helped me to regain control over my life!Thank you, Gina Ellen!
-
October 2022 by Jay J.
Pros: up front about costing per service, client intake form to note financials goals, female owned company, she has a team to help on follow ups and answer questionsCons: cost to value is imbalanced, ignored our intake form, condescending attitude when explaining/answering questions, lack of customer service and empathyMaking the investment into a financial planner is a big deal for me and I wish I would have taken more time to assess my level of comfort with Jackie. We got our financial plan only to find that our #1 goal noted on our sheet was not taken into consideration and when we asked about it, the answer was defensive even though I didn't bring it up as an attack. Countless times she responds with "well, that's what you provided to us" in questions where we were just asking for more clarity. It felt like she didn't have patience for certain things being question and after a certain point, I just shut down and stopped asking the questions I had because it felt like I was being blamed. I will also say that the financial assessment meeting is not long enough to feel empowered to understand and know how to manage your finances. Your data is saved on their dashboard and there is zero overview about how to use the dashboard or maintain your information.I regret the money I spent here and recommend you look elsewhere if you're looking for someone to partner with vs. someone to talk down to you. It seems like the demographic that works best with this company is if you are white, live in a home in San Diego that's over $1M, and have a solid foundation of finances - perhaps you'll be catered to more.
-
May 2022 by Philippe C.
Working with Guide My Finance team and with Jackie has been such a blessing. The professionalism and quality of knowledge I've received are extremely useful and I so appreciate it.
-
March 2022 by Stephanie S.
It took me awhile to actually decide to work and partner with a financial advisor. It was many interviews and probing questions before I found Jackie and her team, and it just felt right. I appreciated the unbiased financial plan she put together for me with lots of different scenarios we wanted to explore. AND there was never any pressure to buy insurance or invest our assets with her team. In fact, she really is in this to help clients like us reach out goals and have more clarity on what kind of life we truly can create and afford. Post financial plan, she and her team followed up regularly to ensure we were taking action steps with our other advisor partners, like our estate planning attorney and CPA, and she has an adundance of great advisors in her network that she offered up when we needed a referral. I can't thank Jackie enough for being such an honest, caring and incredibly strategic and intelligent resource to our family.
