+1 760.340.4277 customerservice@myfinancialcoach.com
CFP(r) Professionals Meets Secure Online Tools and Account Aggregation Platform

We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.

CFP(r) Professionals Meets Secure Online Tools and Account Aggregation Platform

We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.

Having a financial planner to review spending and savings levels helps encourage you and gives you guard rails to stay on track:

  • Visual Representations Of Your Spending 
  • Retirement Projections
  • Goal Completions (saving for a wedding or vacation)
  • Financial and Investment Accounts In One Place
  • Digital Vault – digital copies of deeds, birth certificates etc. are safe from any disaster

Who Is Our Primary Clientele?

Our team of CERTIFIED FINANCIAL PLANNER™ Professionals specialize in providing tailored solutions particularly for, but not limited to esteemed physicians and medical professionals, with this demographic making up 87% of our client base.

87%
Physicians and Medical Professionals

Our Comprehensive Approach:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your:

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Our Comprehensive Approach:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your:

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

At My Financial Coach, we believe in creating individual and personalized financial plans for successful professionals. We do this by giving you your own dedicated CFP® financial coach who uses our technology and planning techniques to help you discover any gaps in your financial picture.

Personal Coach

Quickly access CERTIFIED FINANCIAL PLANNER™ professionals as your personal coach-educator—real humans who care about your financial future.

Financial Team

Our CFP® professionals, together with Subject Matter Experts from every financial discipline, build and monitor your financial plan. Imagine. Your own financial team. Whenever you need their support.

Financial Cloud

24/7. Online. Secure. And up-to-date. Your finances in panoramic view.

NO call center environment – you will always have your own designated planner
NO product sales – Financial planning should never be about fulfilling a quota. That’s why we set up our business model to be different from other advisors.   What are SMEs?

NO call center environment – you will always have your own designated planner
NO product sales – Financial planning should never be about fulfilling a quota. That’s why we set up our business model to be different from other advisors.   What are SMEs?