+1 760.340.4277 customerservice@myfinancialcoach.com

For Engel & Völkers Realtors

Fortune 500 Benefits Delivered Via Concierge Service

You lead a busy life and have many people looking to you for advice, services, and leadership. Your role allows you to provide important services that large companies require yet you struggle to find access to basic group benefits such as health insurance that rank and file employees have access to use. You know that there has to be a solution for creating personalized world-class solutions for yourself that go beyond the individual marketplace.


My Financial Coach, in association with Milton Park Partners, is here to help you with a first in class concierge HR solution for individuals who want benefits packages similar to leading Fortune 500 companies and guided by a dedicated personal CFP® professional. By analyzing your personal financial picture and lifestyle, we are able to create a benefits package that addresses your goals and helps you achieve peace of mind. 

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

Download Our Brochure

"Independent Contractor Benefit Program"

Rates and Options

Download Our Executive Benefits Platform Brochure

Learn about how concierge benefits work today
Interested in

Financial Planning only:

Are you anxious about your financial situation? Worried about retirement? When did you last do a financial check-up? A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.

In the struggle for financial progress, our emotions can run hot and high. So much to know. So many decisions. And patience runs thin amid data exhaustion. But you can relax.

Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.


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

Download Our Brochure

"Employer Communication Booklet"