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May 11th, 2024, Phoenix, AZ— At My Financial Coach, we have added to our Subject Matter Expert roster. Our most recent SME to join is Harding Financial Partners, Inc. They are dedicated to offering an array of coordinated tax efficient strategies and financial structure options to clients that are looking to build, protect and distribute...
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April 29th, 2024, Phoenix, AZ— My Financial Coach (MFC) proudly presents Wellington Wealth Strategies as the newest addition to our esteemed selection of Subject Matter Experts (SMEs). They are led by a team of seasoned professionals specializing in Tax Advantage Real Estate Transactions with a focus on investment management. For more information about Max Moritz...
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March 27, 2024, Phoenix, AZ— My Financial Coach (MFC) is happy to announce our newest collaboration with Physician on FIRE to help their medical professionals as a recommended Financial Advisor. From analyzing student loans to planning for early retirement, a financial coach can address a wide array of concerns in an unbiased manner.  Your coach...
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January 8, 2024, Phoenix, AZ— My Financial Coach (MFC) is very excited to present KleeCo Insurance! They are the newest Subject Matter Expert (SME) in our team of vetted professionals.  Bob Klee and his team at KleeCo are the ideal choice for home, yacht/boat, RV, auto and umbrella insurance for clients all over the USA....
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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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