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November 18, 2020, Scottsdale, AZ – We are very excited to announce that My Financial Coach (MFC) will now be working with ACSIA Partners LLC (ACSIA Partners). The financial advising services that MFC will provide is just one of the many helpful services offered through ACSIA Partners via their “YourCare360” platform. YourCare360 offers access to...
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September 30, 2020, Scottsdale, AZ – My Financial Coach (MFC) announces a new partnership with Larson Financial Group (LFG), the national leader in providing financial services to healthcare professionals such as physicians and dentists. “We are excited about our new partnership with Larson Financial and adding them to our resources as a subject matter expert....
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July 16, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Bryson Financial, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow the firm and engages with top-performing vetted Subject Matter Experts in their respective areas of...
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July 15, 2020, Scottsdale, AZ—My Financial Coach (MFC) announces a new partnership with MDVIP, the national leader in membership-based healthcare. MFC will offer financial planning as a benefit to MDVIP-affiliated physicians by applying the expertise of its extensive team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to provide education and impartial advice such as tax planning,...
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June 10, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), ePERSONAL FINANCIAL. ePERSONAL FINANCIAL is an experienced fiduciary advisor specializing in the unique needs of those looking for a Complete Family Office. Primarily serving clients from a professional background, they believe in the importance of transparency, detail, and...
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June 3, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals. Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing...
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May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within...
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May 22, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), McHenry Advisers. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working...
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April 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), Mylo, My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. As part of Lockton, Mylo has access to the resources of the world’s largest independent insurance broker, but with a...
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March 10, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), the Meyer Chatfield-Group, powered by Newcleus. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. The Meyer Chatfield-Group serves community and regional financial institutions across the United States with the...
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