Precise Advice Competitors

At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked. There is also a Tax Planning and Filing service available for either personal or business use (which include bookkeeping services). We work as your unbiased financial planner that is not incentivized or required to offer financial products to help you reach your goals. If you don’t have current advisors and need solutions, our CERTIFIED FINANCIAL PLANNER™ (CFP®s) have access to some of the top subject matter experts in legal, investments, insurance, family office compliance etc., to help you fill your needs. This gives you the confidence in knowing that you will get mile wide (comprehensive) and mile deep (leading industry insight) with every financial planning experience.

Our goal is to help entrepreneurs achieve their ambition and succeed faster by providing high quality financial advice and part time CFO services on a flexible and affordable basis. Clients benefit from: • Proactive Financial Management, Business Planning and Fundraising. • Senior CIMA accountants with extensive financial experience in a variety of CFO roles and industries. • Top-level financial advice, technology, networks and access to capital. SmartFinancials specializes in High Growth start-ups and SME’s, in Tech and Property (pre-revenue to £10M). We also have experience of many other industries including: PR, media, professional services, web design, travel, agency and ecommerce. Services - Part-time CFO - Business & Financial Planning - Raising finance (Seed, Series A & B) - Acquisitions, exit planning & disposals - Introductions to banks and managing banking relationships - Cash flow management - Profit improvement - Feasibility studies - Strategic Advice - Reporting and key performance indicators - Compliance & tax planning

Guideway Financial is a fee-only financial consulting firm owned by Sharon and Jim Lear, headquartered in Austin, Texas, with locations in San Antonio and North East Texas. We specialize in comprehensive planning services to create livable strategies to strive for your best life today and in retirement. Our goals-driven process uses an annual retainer model, rather than assets under management, since we feel this best enables us to put your interests first. You maintain control and implementation of your investments at the custodian of your choice. Our holistic approach incorporates all aspects of a client’s finances, including investment strategy, retirement planning, college planning, insurance review, tax planning and preparation, cash flow and record keeping, estate planning, and more. Unforeseen financial topics that arise during the year are included with no additional charge. In some situations, we also offer project or hourly planning engagements. Guideway works with clients throughout Texas, and we serve clients in other states on a limited basis. We offer video conferencing to communicate with remote clients and busy professionals. Our process brings all aspects of your financial life in balance using a layered approach to identify goals and optimize investment selection for each goal. Tailoring investment risk to the goal, not to investment products or volatility, provides a clearer roadmap of the future with concrete steps to achieve. Retirement planning is a specialty at Guideway. Our system provides time-certain retirement income, which means income lasts exactly as long as planned. You choose the exact time period the income will endure, so there is no need to worry about money running out. Higher safe withdrawals can be anticipated, so you can fully enjoy your savings. With Guideway, clients benefit from the expertise of two advisors who work as a team, making us especially attune to the financial planning needs of couples.