+1 760.340.4277 customerservice@myfinancialcoach.com

In Partnership With:

Milton Park Partners

Milton Park Partners offers Fortune 500-level benefits and HR support to small businesses by serving as an “employer of record and administrator,” providing payroll, insurance, and comprehensive HR services, including workers’ compensation, life, health, dental, vision coverage, and Allstate ID theft protection.

My Financial Coach

Gain access to a comprehensive Financial Planning review by a CFP® at a special reduced rate, covering Retirement, Exit and Succession Planning, Estate Planning, Tax Strategies, Cash Flow Management, Investment Management, and Risk Management.

Mortgage Benefit Program

Tailored mortgages for 1099 borrowers, rarely offered by traditional lenders. With fixed rates for 5, 7, or 10 years, they cater to both regular and jumbo loans, providing interest-only options to match conventional loan payments.

Long-Term Disability Plan

Guaranteed issue long-term disability coverage up to $27,500 per month. Can replace or be in addition to current coverage. More details will be forthcoming.

(click + to expand)

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.