+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

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

    As a member of Capstone Health Alliance

    we are making available to you

    Without Cost the First Year

    the financial planning services of My Financial Coach for your
    hospital’s key employees and physicians.

    Full access to CFP®s and online platform that aggregates
    the hospital’s benefits with your personal assets

    After the first year you will receive
    the Capstone discount and pay only
  • $100/month

    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.