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Book An Appointment

Guide My Finances has made it easier than ever to schedule an appointment. Choose from one of the appointment types below and click "Book Now". This will take you to my calendar and will allow you to schedule your appointment with one click.

If you are scheduling an initial consultation, please let me know if there are certain areas you are looking to discuss. In addition, please download our Financial Worksheet, complete what you can, and bring it with you to our meeting.

For existing clients, please download out Client Review Worksheet and bring it with you to our meeting. 

I look forward to seeing you soon!

 

 

Financial Videos

Investing your 401k

I offer online scheduling using BookFresh

Guide My Finances Blog

  • Social Security - Should You Take Your Benefit Early?
  • Defining Your Goals
  • Are There Better Ways to Save for College?
  • Health Insurance Premiums on the rise
  • Timely Financial Tip
  • Lower Your Health Insurance Premiums!
  • 2010 Tax Reference Guide Is Here!
  • Long-Term Care Insurance, A Growing Need
  • Pay Down Your Credit Card Debt! VIDEO BLOG!
  • Guest Blog at http://waittowed.blogspot.com/
more

Planning, Budgeting, and Managing the Finances of Your Life Events
Examine Your Finances   Accumulating Wealth   Preserving Wealth   Managing Taxes   Planning for Retirement   Protecting Money
Examining Your Current Financial Situation   Accumulating Wealth   Ensuring Adequate Protection   Managing Income Taxes   Planning For Retirement   Preserving Your Wealth

Certified Financial Planner

CA Insurance License #0E49845.  Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Guide My Finances is not an affiliated entity of the Securities America companies.  Securities America and it's representatives do not provide legal or tax advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information. Licensed to offer securities, insurance, and advisory services in the state of California. The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. The Registered Representative does not guarantee the accuracy and completeness, or resume liability if such events do not come to pass. Such information or opinions is subject to change without notice.

 

Guide My Finances