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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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February 24, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Experts (SME), Wealth Legacy Group®, Inc. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Wealth Legacy Group®, Inc. stands among those leaders in their core values and mission to serve others...
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February 18, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Index Fund Advisors, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in their...
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February 7, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Experts (SMEs), Michael Engelhart & Jack Grella. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Michael Engelhart & Jack Grella are no different. MFC’s rigorous research and screening process will ensure...
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January 17, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Knighton & Stone, PLLC, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in...
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