February 1st, 2023, Scottsdale, AZ – My Financial Coach is very excited to introduce our new partnership with Wealth.com. This means that you can now get access to a streamlined and secure estate planning solution paired with financial planning services by a CFP® professional. This new addition of services can be seen on our pricing...Read More
With one of the highest inflation rates in over 15 years, more people are struggling to make large purchases amidst soaring consumer prices. As reported in CBS19 News on American savings, nearly six in ten adults don’t have enough savings to cover a $500 or $1,000 unplanned expense. With this struggle in finances, around 20% of...Read More
November 15th, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Provident CPAs PLC! Provident works with individuals and business owners of wealth in order to minimize taxes, improve growth and profit, and create proactive management systems! Read more about Provident...Read More
August 25, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Navon Wealth Advisors! Navon works with individuals and business owners of wealth in order to protect and enhance what they have built now and for multiple generations. They specialize in...Read More
July 14, 2022, Scottsdale, AZ – Our team here at My Financial Coach has been working around the clock to bring financial wellness and coaching to everyone. We have had the pleasure of finalizing a significantly new and important project these past few months. My Financial Coach has always been at the forefront of...Read More
July 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome NovaPoint Capital LLC! They can help with investments, overall wealth management, and fiduciary services. Read more about Alan and his team on their SME page: https://myfinancialcoach.com/personnel/novapoint/ If you have any...Read More
July 12, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome TCS! They can help with disability, life and family insurance. They also feature their one of a kind Foresight Factor™ planning model. Read more about David and Steven on their...Read More
June 14, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Star Financial! Star Financial specializes in life insurance, disability insurance, long term care insurance, and annuities. Read more about their founder and advisors on their SME page: https://myfinancialcoach.com/personnel/star-financial/ If you...Read More
June 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome BPA Wealth Management! They can help with income tax planning, investment planning, estate planning, exit planning, risk management planning, and benefit planning. Read more about Danny and Mike on their...Read More
May 2 , 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome FMC, Financial Benefits Group LLC! They can help with bank owned life insurance, planning for tax exempt organizations, and more. Read more about Jim, Spencer and Scottie on their...Read More
