Our concierge services allow for a personal touch from a financial coach that will help you maximize your personal assets and take advantage of your benefits. If you have workplace benefits such as HSAs, deferred compensation plans, and variable life insurance, a coach will help you understand how to use your benefits to your advantage. See visual representations of your financial and investment accounts, spending, retirement projections, and goal completions (such as saving for a wedding or a vacation) in one place.
Our coaches can help you with:
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.