Guide My Finances
Hours:
6120 Paseo Del Norte l2, Carlsbad CA 92011 Hours
About Guide My Finances
Guide My Finances is a trusted fiduciary financial planning firm serving Carlsbad, San Diego County, and Orange County, California. The company specializes in flat-rate financial planning services, offering comprehensive advice on retirement planning, investment management, divorce financial analysis, and more. Their team of Certified Financial Planners (CFP®) creates personalized strategies aimed at helping professionals optimize taxes, build wealth, and plan for retirement. Clients consistently praise the firm for its professionalism, knowledge, and supportive approach. One reviewer highlighted how Jacqueline Adler, a key advisor, was detailed, trustworthy, and able to explain complex financial plans clearly through presentations and personalized guidance. Many appreciated her ability to put clients at ease, alleviating stress around retirement and financial concerns. Her thorough explanations, including a binder and easy-to-follow presentation, helped clients understand their options and feel confident about their financial future. Several clients shared how Jacqueline’s guidance was life-changing, especially during difficult times like divorce. Her commitment to fairness and her ability to develop multiple financial scenarios tailored to individual goals ensured clients felt secure and informed. She listens carefully, explores options, and provides empathetic, professional support, empowering clients to make grounded decisions. Guide My Finances offers unbiased, no-obligation advice with a focus on building confidence and clarity in financial matters. Whether preparing for retirement, managing investments, or navigating divorce, clients find their experience with the firm both professional and personal. For those seeking trusted financial guidance, the firm provides a valuable resource to help start their journey toward financial confidence and peace of mind.
Most Recent Reviews
August 2025
Chelsea did a great job, guiding and explaining our financial future. The financial plan gave us confidence in our finances for retirement. She was a pleasure to work with and we look forward to the next time.
August 2025
I had a great experience with Guide My Finances. The team is incredibly professional and always provides clear, helpful advice. Chelsea, in particular, is kind, knowledgeable, and goes above and beyond to deliver excellent service. Highly recommend!
August 2025
Chelsea was a delight to work with and very helpful and knowledgeable. I highly recommend her.
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