Are you anxious about your financial situation? Worried about retirement?
When did you last do a financial check-up?
A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.
In the struggle for financial progress, our emotions can run hot and high.
So much to know.
So many decisions. And patience runs thin amid data exhaustion.
But you can relax.
Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.
Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.
Our coaches can help you with:
Digitally organize all your:
We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.
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:
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.
Call us at 760.340.4277 or email us at email@example.com
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