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
September 3rd, 2024, Phoenix, AZ— It is with great pleasure that My Financial Coach (MFC) is onboarding our partner Kaylin Dillon Financial Planning onto our Subject Matter Expert (SME) platform! Kaylin brings the unique value proposition of the XY planning network paired with her investment management service capabilities to My Financial Coach. By pairing advisor...Read More
August 16th, 2024, Phoenix, AZ— My Financial Coach (MFC) welcomes Lendevity as one of our new Subject Matter Experts (SMEs)! With over 3,000 clients served and 20+ years of experience, their real estate focused mortgage experts are here to help both real estate investors and home buyers. They will guide you through the entire process,...Read More
June 24, 2024, Phoenix, AZ— My Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st. Key Features of the Service: Seamless Annual Electronic Tax Filing Comprehensive Tax Reports and Analysis Cutting-Edge...Read More
