Guide My Finances

We are so excited to announce that Guide My Finances is a #KindnessCertifiedCompany! 💙 We prioritize kindness in every decision we make, and are committed to the wellbeing of our community, and planet! 🌎 Thank you to Kids For Peace and The Great Kindness Challenge! #KindnessCertified #FinancialAdvisor #KidsForPeace

We have less than 3 full months left of 2024, have you started your end of year tax prep yet!?😲 Don’t worry, you still have some time, but here’s some helpful tips on how to maximize your tax return this year! #TaxPrep #FinancialAdvisor #CarlsbadBusiness

Meet our Senior Investing Advisor and COO, Amanda Pecot, AIF®, CDFA®! Amanda has been with Guide My Finances since 2022 and we’ve been so thankful for her support every step of the way since then! Not only is she great at showing our clients compassion and love, but she brings that same energy to our entire team. We call Amanda our emotional support employee💙. We 💙 you Amanda! #MeetTheTeam #Investing #FinancialAdvisor

Thank you Daniel! We are so happy that we’ve been such an asset to not only your financial goals, but your connection to experts as well! Ready to discuss your financial goals and dreams? Give us a call!☎️ #Testimonials #ClientReviews #FinancialPlanner #CarlsbadBusiness

What does wealth mean to you? 🤔💰 Wealth isn’t always just numbers in a bank account. For some, it’s financial freedom—being able to live life on your own terms. For others, it’s security, knowing that your family and future are protected. As financial planners, we believe true wealth is about balance. It's the freedom to pursue your passions, provide for your loved ones, and leave a lasting legacy. 💼👨👩👦 💡 So, what does wealth mean to you? Whether it’s peace of mind, travel, or building generational wealth—let’s craft a plan that reflects your unique goals. ✨ #FinancialFreedom #WealthMindset #FinancialPlanner

What does wealth mean to you? 🤔💰 Wealth isn’t always just numbers in a bank account. For some, it’s financial freedom—being able to live life on your own terms. For others, it’s security, knowing that your family and future are protected. As financial planners, we believe true wealth is about balance. It's the freedom to pursue your passions, provide for your loved ones, and leave a lasting legacy. 💼👨👩👦 💡 So, what does wealth mean to you? Whether it’s peace of mind, travel, or building generational wealth—let’s craft a plan that reflects your unique goals. ✨ #FinancialFreedom #WealthMindset #FinancialPlanner

Take full advantage of Financial Planning Month with these three tips!⬇️ Not sure how to start implementing financial strategies to reach your goals? Give us a call, and one of our financial advisors, like Amanda Pecot, AIF®, CDFA®, will be happy to help! #FinancialPlanningMonth #DivorcePlanning #EndOfYearFinances #FinancialGoals

Did you know that your taxable income in retirement can impact your Medicare premiums? 🤔 At Guide My Finances, we help retirees navigate tax-efficient strategies for taking distributions and managing Medicare costs. Don’t let higher premiums catch you off guard—let's work together to keep your retirement plan on track! Need a strategy to keep your Medicare premiums low? We’re here to help! #Medicare #TaxStrategies

Welcome back to part 2 of teaching you financial terms and acronyms so you can expand your understanding of the financial world! 📚 What terms do you want us to include next?! Ready to take the next step towards financial freedom? Give our team a call!☎️ #FinancialLiteracy #401k #Finances

We know that starting your financial journey can be stressful😬, but our team is here to walk you through the process. Here’s what to expect when you work with our skilled team of Financial Planners⬇️ ☎️ 30-Minute Phone Consultation: This is how we get to know you, and learn more about what you want to achieve financially. 🔍60-Minute Discovery Meeting: This is our opportunity to dive into your financial goals, and review your current financial situation. 📊Analysis: After the discovery meeting, our team will work behind the scenes to analyze your resources and create a plan that aligns with your goals. 📑 90-Minute Presentation: Once we have had time to analyze your options, we will meet to review and discuss the strategy and give you the steps to reach your goals. 🧭45-Day Follow-Up Meeting: About 45 days after our plan presentation, we will discuss any questions and review your progress so far. Don't worry, if you need our help with implementation we are here to support. 💸Following the 45 day meeting, you can choose how to work with us on an ongoing basis. Whether hourly or ongoing investment management, we can assist. Ready to start your journey? Tap the link below to set up a consultation. https://lnkd.in/gpJhv2gE #CertifiedFinancialPlanners #FinancialJourney