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My Financial Coach
Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.   All candidates for the CFP® certification are held to the...
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In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is...
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September 30, 2020, Scottsdale, AZ – My Financial Coach (MFC) announces a new partnership with Larson Financial Group (LFG), the national leader in providing financial services to healthcare professionals such as physicians and dentists. “We are excited about our new partnership with Larson Financial and adding them to our resources as a subject matter expert....
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America’s population is rapidly aging. “Americans are having fewer children and the baby boom of the 1950s and 1960s has yet to be repeated. Fewer babies, coupled with longer life expectancy equals a country that ages faster.” – Jonathan Vespa, a demographer in the U.S Census Bureau’s Population Division.   In the face of an...
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The topic of health care continues to dominate headlines and is a pivotal talking point in modern politics. Many individuals rely heavily upon employer-based health care benefits. This healthcare has become a crucial part of employee compensation and a major cost to the employer. In fact, according to the United States Census Bureau as of...
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July 16, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Bryson Financial, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow the firm and engages with top-performing vetted Subject Matter Experts in their respective areas of...
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July 15, 2020, Scottsdale, AZ—My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,...
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June 10, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), ePERSONAL FINANCIAL. ePERSONAL FINANCIAL is an experienced fiduciary advisor specializing in the unique needs of those looking for a Complete Family Office. Primarily serving clients from a professional background, they believe in the importance of transparency, detail, and...
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June 3, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals. Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing...
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May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within...
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