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An Opinion You Can Trust.

CERTIFIED FINANCIAL PLANNERS™ that are endorsed by The White Coat Investor.


    $2,000 One-Time Onboarding Fee

    Special Pricing of $1,500

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    Full access to CFP®s and online platform

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– Working Directly with a CERTIFIED FINANCIAL PLANNER™

– Visual Representations of Your Spending

– Retirement Projections

– Goal Completions (saving for a wedding or vacation)

– All of Your Financial and Investment Accounts in One Place

– Access to the “Digital Vault” Where Documents Are Safe From Any Disaster

 

Interested in benefits?

Be Sure To Ask Your Coach About Our

Add-On Estate Planning Option

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. 

Estate planning and trust services include:

  • Last Will & Testament
  • Revocable Trust & Pourover Will
  • Guardianship Nomination
  • Advance Health Care Directive

After completion of your estate plan, you can print your documents directly from the platform or request to have it printed & shipped to you at a small fee. Each page in your documents includes a QR code that allows loved ones the connivence to locate where the estate plan was created and stored. Along the way if you have any legal questions, you can request to consult with an attorney through their vetted attorney network at a pre-negotiated rate.