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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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May 3rd, 2023, Scottsdale, AZ—We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome The Charitable Payraise®! The mission of The Charitable Payraise® is to help hardworking, long serving folks maximize their after tax cash flow in retirement while supporting the charities of their choice. This...
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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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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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August 25, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Navon Wealth Advisors!  Navon works with individuals and business owners of wealth in order to protect and enhance what they have built now and for multiple generations. They specialize in...
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July 14, 2022, Scottsdale, AZ – Our team here at My Financial Coach has been working around the clock to bring financial wellness and coaching to everyone. We have had the pleasure of finalizing a significantly new and important project these past few months.   My Financial Coach has always been at the forefront of...
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