+1 760.340.4277 customerservice@myfinancialcoach.com

As part of your benefit package, Crossover is making My Financial Coach (MFC) financial services available to your for the first year. MFC gives you access to your own Certified Financial Planner™ (CFP®), who educates and coaches you on how to make smart financial decisions. As part of the service you will also have an easy-to-use, web-based, comprehensive financial planning and account aggregation platform. If you continue this service after one year, you will only pay $50 per month.

Download Our Brochure

"Employer Communication Booklet"

Individual Plan

  • $1,000 One-Time Onboarding Fee
    *$1,000 Onboarding Fee is refunded, if your employer signs up within 12 months.

  • $100/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents
  • Reservations Only


Schedule some time to speak with a Financial Coach today to see if concierge employer benefits are right for you!