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We Provide

Comprehensive Financial Planning

Turning Financial Literacy into Workplace Wealth

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It’s a new era for financial wellness.

Personal Coach

Quickly access CERTIFIED FINANCIAL PLANNER™ professionals as your personal coach-educator—real humans who care about your financial future.

Financial Team

Our CFP® professionals, together with subject-matter experts from every financial discipline, build and monitor your financial plan. Imagine. Your own financial team. Whenever you need their support.

Financial Cloud

24/7. Online. Secure. And up-to-date. Your finances in panoramic view.

Highly compensated executives and key employees can now integrate employer benefits with personal assets, a powerful formula for workplace wealth. At My Financial Coach, we’re turning financial literacy into workplace wealth, for you.

You’re a top performer. It’s time to make your finances a top performer too.