+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.


    $1,500 One-Time Onboarding Fee

    Special Pricing of $1,000

  • $100/Month



    Full access to CFP®s and online platform

    Cancel Anytime

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Our coaches can help you with:

  • Retirement Planning
  • Maximize Hospital Benefits
  • Estate Planning
  • Tax Planning
  • Cash Flow Management
  • Investment Management
  • Risk Management
  • Student Debt Planning etc.

Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.

Be Sure To Ask Your Coach About Our

Add-On Estate Planning Option

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. 

Estate planning and trust services include:

  • Last Will & Testament
  • Revocable Trust & Pourover Will
  • Guardianship Nomination
  • Advance Health Care Directive

After completion of your estate plan, you can print your documents directly from the platform or request to have it printed & shipped to you at a small fee. Each page in your documents includes a QR code that allows loved ones the connivence to locate where the estate plan was created and stored. Along the way if you have any legal questions, you can request to consult with an attorney through their vetted attorney network at a pre-negotiated rate.