+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.



    As a member of Association Health Plan

    $1,500 One-Time Onboarding Fee

    Special Pricing of $1,000

  • $100/Month


    Full access to CFP®s and online platform


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Association Health Plan was founded on the premise of providing a single-source, turn-key employee healthcare solution to independent contractors. Apollo Insurance Group and My Financial Coach have found a solution.

 

A Comprehensive health-benefit program for groups as low as one, features include:

  • ACA compliant benefits (includes all 10 “essential benefits” in ACA guidelines
  • Fully funded/fully insured plan options, 1st dollar coverage
  • Designed to include those with certain health issues
  • Must have EIN number
  • Large group rates
  • In-Network coverage in all 50 states, plus DC & Puerto Rico
  • Deductible options range from $0 to $10,000
  • Health Savings Account (HSA) plan options
  • Access to voluntary benefits
  • Pharmacy services
  • Cover through Blue Cross & Blue Shield

For More Information on Coverage

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Succession Planning
  • Tax Planning
  • Estate planning

Digitally organize all of your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Stock options, RSUs, restricted shares
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds
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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.