April 6th, 2026, Phoenix, AZ—It is with great pleasure that My Financial Coach (MFC) is onboarding Clear Springs Wealth onto our Subject Matter Expert (SME) platform! Owned and operated by Lisa Clements out of Overland Park, Kansas, Clear Springs Wealth brings disciplined portfolio design and ongoing oversight in their fee-only investment management services. Clarity and...Read More

February 24th, 2026, Phoenix, AZ — My Financial Coach (MFC) has officially launched its Concierge for Business Tax Planning and Filing Membership, a subscription-based attorney-guided service. Have a review of your business income, entity structure, and financial operations to uncover strategic tax opportunities. The service includes: Bookkeeping Services Payroll Annual Filing Contractor Managements Tax Analysis...Read More

February 16th, 2026, Phoenix, AZ — My Financial Coach (MFC) is very excited to announce that Melynda Rodgers is joining our team as our newest Junior Partner – Financial Coach! She brings over 20 years of professional experience in helping individuals make informed financial decisions. She is a member of the Women’s Giving Alliance, and...Read More

October 30, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome Anbu Chandran to the team as our new in-house Tax Planning Associate. Anbu brings extensive experience working with a broad range of industries, providing planning as well as preparing individual and business tax returns. Read more about her on our About...Read More

August 4, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome John T. Polk, Esq to the team as our Director of Tax Planning. With his Master of Laws in Taxation, as well as 15 years worth of experience in taxation, estate, and business law, he will be heading up our tax...Read More

August 4, 2025, Phoenix, AZ— Over the past several years of serving our clients, there are many common needs uncovered through financial planning. Among the most requested we found was Bookkeeping. After working on the backend to fine tune a solution for our clients, My Financial Coach (MFC) is pleased to announce an expansion of...Read More

August 2, 2025, Phoenix, AZ— As part of our efforts to bring financial literacy and wellness into the surgeon and medical professional space, My Financial Coach (MFC) has joined with the American College of Surgeons to offer it’s students and affiliates special reduced pricing of our financial planning services. If you are associated with the...Read More

Hiring a financial advisor is hard, there are many niche terms like “fiduciary”, “best-interest”, “broker-dealer”,”fee-only,” and “advice-only”. While everyone seems to emphasize transparency and “client-first” approaches to planning, there are distinct differences amongst financial professionals that you, as a client, may not fully understand. How do you know which type of advisor is right for...Read More

The month of April not only marks the transition into the spring season, but it also represents special occasions such as Easter and April Fools Day. However, those who work in the financial services industry also recognize April as “Financial Literacy Month”. In 2004, Hawaii’s Senator Daniel Akaka submitted in the Senate (who agreed with...Read More

You blink and it’s almost over! Does anyone else feel that this year flew by quickly? We at My Financial Coach are excited about the upcoming festivities of the holiday season. There is of course one shopping day in particular that our financial coaches do like to keep a closer eye on. Yep, you guessed...Read More