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My Financial Coach
January 8, 2024, Phoenix, AZ— My Financial Coach (MFC) is very excited to present KleeCo Insurance! They are the newest Subject Matter Expert (SME) in our team of vetted professionals.  Bob Klee and his team at KleeCo are the ideal choice for home, yacht/boat, RV, auto and umbrella insurance for clients all over the USA....
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November 9, 2023, Phoenix, AZ— As part of My Financial Coach’s commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Axias Wealth Advisors. From student loan forgiveness to reducing tax drag on investments, Axias Wealth Advisors understands the unique challenges and needs of physicians, business...
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September 12, 2023, Scottsdale, AZ— With our most recent partnership, My Financial Coach (MFC) will be working with the American College of Emergency Physicians to provide financial planning to established physicians and those who have recently completed residency. A financial coach can assist with many of the concerns ranging from student loan analysis to retirement...
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July 28th, 2023, Scottsdale, AZ— My Financial Coach (MFC) is very excited to present the newest Subject Matter Expert (SME) in our team of vetted professionals. Let’s welcome Craig Calentino of United American Mortgage! He brings with him 36 years in the mortgage industry and can handle any type of mortgage that’s done today including...
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July 21st, 2023, Scottsdale, AZ— My Financial Coach (MFC) is very pleased to present a brand new Subject Matter Expert (SME) added to our team of vetted experts. Let’s welcome Sterling Advisor Solutions! Sterling is dedicated to helping financial advisors and their clients by offering turnkey solutions to a wide variety of client situations ranging from...
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The current state of the housing market has been described by many as unsteady, unpredictable and highly competitive. For many years before, it has been an expectation that the positive trend of steady growth in prices would continue.  So, what happened? It started with a decision made by Congress in September 2020 to pass the...
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April 18, 2023, Scottsdale, AZ—My Financial Coach (MFC) is excited to announce our most recent partnership with American Association for Physician Leadership (AAPL).  AAPL is committed to providing personal transformation for physicians. MFC will give their members access to financial planning technology that will help alleviate the stress of common financial struggles such as student...
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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 as an add-on to our financial planning services. Be sure to reach out to your CFP® professional financial coach for...
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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...
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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...
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