Our comprehensive financial planning and modeling technology helps uncover and fill financial gaps that your financial advisors may have overlooked.
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, accounting, tax, 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.
Highly compensated executives and key employees can now integrate employer benefits with personal assets, a powerful formula for workplace wealth. At My Financial Coach, we’re turning financial literacy into workplace wealth, for you.