Guide My Finances

Guide My Finances is a financial services startup founded in 2008 and headquartered in the United States. The company offers flat-rate financial planning and investment management services, covering a wide range of areas such as cash flow management, retirement savings and distribution plans, tax analysis, stock option planning, and asset allocation. Additionally, the company specializes in divorce financial planning, helping evaluate settlement offers, analyzing income available for support, and facilitating the division of assets.

The company's business model revolves around providing comprehensive full-service financial planning at a flat fee, distinguishing it from traditional commission-based services. Notably, Guide My Finances is affiliated with Osaic Wealth, Inc., a member of FINRA/SIPC, through which it offers securities and investment advisory services. It's important to note that Osaic Wealth and Guide My Finances are separate entities.

Although specific investment details are not available, the company's commitment to offering personalized and transparent financial services could position it as an attractive opportunity for potential investors. The firm's focus on flat-rate financial planning and its unique position within the market may appeal to venture capitalists seeking disruptive opportunities within the financial services sector.