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My Financial Coach
What will be your New Year’s resolution?    Did you resolve to save more money in 2021? Almost half of all Americans did. Collectively we’re on track to save more this year than in any year in decades, except for 2020. Considering that less than 10% of New Year’s resolutions are successful, we shouldn’t be...
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When and where do we learn personal finance behavior? Young adults who receive financial education are less likely to carry credit card debt, and more likely to apply to and receive grants and financial aid. Despite this fact, the Council On Economic Education goes on to say that less than 17% of students were required...
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November 10, 2021, Scottsdale, AZ – My Financial Coach is proud to announce our newest addition to our Subject Matter Expert program!  We would like to welcome TriBridgePartners LLC. They focus on insurance needs such as life and long term care insurance with a focus on high networth estate transfer and long term care coordination. ...
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October 19, 2021, Scottsdale, AZ – My Financial Coach is very proud to announce that we have added new Subject Matter Expert partnerships!  The first SME that we would like to welcome aboard is WestView Financial Group. This firm works closely with business owners, his team can provide some insight and solutions to retirement. In...
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August 11, 2021, Scottsdale, AZ – My Financial Coach  is announcing our newest Subject Matter Expert. We are excited to welcome KNR Consulting Group, Inc. to our team of experts! They offer expertise in annuities, investment management, life insurance and wealth management. We seek out the best Subject Matter Experts to ensure that our clients get...
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July 7, 2021, Scottsdale, AZ – We would like to welcome our newest Subject Matter Expert: Laffer Tengler Investments. They are a team of investment professionals that bring decades of institutional experience in managing family investments. They value building relationships and work hard to understand what’s important to the client. They use a data-driven approach to...
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June 30, 2021, Scottsdale, AZ – Our network of Subject Matter Experts is continuing to grow! We would like to welcome our newest SME, Higley Financial.  Higley Financial, LLC. is headquartered in Portland, Oregon, and provides services such as investment management, insurance protection programs, and trust services. They also serve businesses, and provide valuation, transfer and...
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June 16, 2021, Scottsdale, AZ – As part of our commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Mazuma. They are a one-stop shop for bookkeeping, taxes, and accounting advice. They are members of the AICPA, and each accounting team is led by a...
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May 12, 2021, Scottsdale, AZ – SES ESOP Strategies has joined the roster of My Financial Coach’s Subject Matter Expert team. We are very excited to welcome SES ESOP to the team! They offer a customized, multidisciplinary approach to helping clients achieve their goals through their design of Employee Stock Ownership Plans (ESOPs). They were founded...
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May 5, 2021, Scottsdale, AZ – My Financial Coach is  excited to announce our new partnership with “Summit Financial Group, LLC”. A Tennessee based firm, Summit Financial Group will be able to provide guidance on areas focusing on  annuities, employer group benefits, retirement plan design and more.   For more information about them, visit their page...
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