+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

CERTIFIED FINANCIAL PLANNERS™ that are endorsed by The White Coat Investor.

    $1,000 One-Time Onboarding Fee

    (Waived for Chicago Telerad)


  • $100/Month



    Full access to CFP®s and online platform

    Cancel Anytime

    Money-Back Guarantee*
    *This offer starts from the moment payment is taken and will extend for thirty days
    after the payment is made. All refunds will be processed within 2-3 business days after request.


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Unbiased and Un-Conflicted Financial Planning

Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.

  • Retirement Planning
  • Exit and Succession Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow Management
  • Investment Management
  • Risk Management etc.

Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.

We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
 

Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.