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About My Financial Coach’s Alliance with Milton Park Partners

My Financial Coach (MFC) has formed a strategic alliance with Milton Park Partners (MPP) that will drive the creation and delivery of Fortune 500 company workplace benefits to independent contractors, sole proprietors, and other small businesses. Launching of the platform, in early 2020, will focus on bringing best-in-class benefits with comprehensive financial planning and wellness.

This partnership is able to help employers offer big-company benefits to every employee – whether you are a Fortune 500 company with contract labor, an entrepreneur, or self-employed. We handle all of those headache-inducing logistics like payroll, compliance, benefits, and HR, so you don’t have to. We also help employees with benefit decisions so they can maximize the value and utilize them with personal assets to meet their goals.

The offering builds on My Financial Coach’s  SmartTech workplace financial planning platform, which has offered financial planning and one-on-one consultations for executives and professionals of companies of all sizes large and small.

Milton Park Partners – My Financial Coach’s experience in this space, along with in-depth research and customer feedback, will help shape the solution’s new capabilities.

My Financial Coach’s  SmartTech workplace financial planning platform will bring together MPP’s decades of experience in delivering workplace benefit solutions and financial education with an innovative, high-tech approach to offering financial education and counseling. The result will be a customized, goal-oriented approach to financial planning/wellness that will meet employees where they are, offering the tools via channels they prefer, this will include online, phone support, and the expertise of Subject Matter Experts in tax, law, estate planning, investments, insurance, etc. 

This solution will empower employees and their families to make informed money decisions to improve their finances today and prepare for their financial future.

Schedule some time to speak with a Financial Coach today to see if concierge employer benefits are right for you!

Questions? Contact Us.

Call us at 760.340.4277 or email us at info@myfinancialcoach.com.

Or fill out the form to the right and we will reply within 24 hours.