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Capitas Financial Onboards with My Financial Coach as Subject Matter Experts on its Digital Platform

My Financial Coach > News > Capitas Financial Onboards with My Financial Coach as Subject Matter Experts on its Digital Platform

December 12, 2018, Scottsdale, AZMy Financial Coach (MFC) announces today that Capitas Financial signed an agreement with My Financial Coach to join its digital platform as subject matter experts (SMEs).

The agreement includes 17 offices in the Capitas Financial national network, which brings expanded access, advisory, and expertise to MFC clients in insurance, wealth management, philanthropy, and estate planning.

Bill MacDonald, MFC CEO says “We’re gratified to work with such a high-quality group of advisors, all top experts in their field. Equally valuable, Capitas Financial provides advanced processes and services to augment our financial coaches’ ability to solve many financial issues clients face today.”

Blake Mohr, CEO of Capitas comments: “MFC has developed a breakthrough solution for the executive benefits sector with its integration of corporate-specific executive benefits, executive personal assets, sophisticated financial planning software, and the human interaction of dedicated coaches and planners. While Capitas broadens MFC’s SME client resources., the association also positions us in the continuing growth of fintech.”

 

About Capitas Financial

Capitas Financial is a national firm founded in 2001 comprised of 140 professionals and 250 support staff serving major institutional clients such as Morgan Stanley, Raymond James, Sun Trust, UBS, US Bancorp, Wells Fargo Advisors, and their clients. The firm’s focus on advanced planning resolves complex issues in estate planning, wealth management, life insurance protection.

 

About Subject Matter Experts

What distinguishes top experts at MFC from an average SME—a rigorous research and screening process before selection to assess and certify adherence to high professional standards of conduct. The MFC family of SMEs covers virtually every aspect of financial planning and implementation including retirement planners, top money managers, insurance experts, estate planning lawyers, and tax specialists.

 

About My Financial Coach

A financial-wellness program, MFC delivers an affordable, corporate-sponsored group benefit for executives and employees to collaborate and create personalized financial plans to meet their life goals. Beneficiaries  use the program in three ways:

  1. they can enjoy the freedom of do-it-yourself investing with support from our Certified Financial Planner® (CFP® Professional) coaches for independent fiduciary advice and education;
  2. they can rely on their MFC coach to enhance ongoing work with their current advisors;
  3. they can use the MFC coaching service in combination with well-vetted SMEs to solve more complex, individualized financial issues.

Users of the platform can access live chat, phone, and email on mobile and desktop platforms, with 24/7 email support for advice, questions, or second opinions on everything from mortgages, debts, and investments to insurance, taxes and retirement readiness.

Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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