+1 760.340.4277 customerservice@myfinancialcoach.com

What if you could track all your personal finances in one location, including company benefit plans, with the advantage of a fiduciary Certified Financial Planner™ to coach you? As a Milton Park Partner’s client, you now have access to My Financial Coach as part of your benefits package.


My Financial Coach is here to give you easy-to-use, web-based, comprehensive financial planning and account aggregation platform as well as a Certified Financial Planner™ (CFP®) who educates and coaches you on how to make smart financial decisions.


Individual Plan

  • $500 One-Time Onboarding Fee
    *$500 Onboarding Fee is refunded, if your employer signs up within 12 months.

  • $60/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents
  • Reservations Only

Download Our Brochure

"Employer Communication Booklet"

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