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My Financial Coach Announces Official Onboarding of New Subject Matter Experts to its Platform

My Financial Coach > News > My Financial Coach Announces Official Onboarding of New Subject Matter Experts to its Platform

October 11, 2019, Scottsdale, AZ – My Financial Coach (MFC) is pleased to announce new partnerships with Subject Matter Experts (SMEs) that have been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in their respective areas of expertise.

The on-boarding of these firms with subject matter expertise are as follows:

Donald Abernethy and Point Guard work exclusively with family business owners and families of wealth. They bring their expertise in insurance planning, tax planning, and wealth management along with the knowledge of how to implement these strategies and products.

Trey Wilkinson and Trinity Legacy Partners bring expertise in investment and wealth management. They focus on growing and protecting their client’s legacies for generations to come with their Dynamic Wealth Management investing approach.

 

About My Financial Coach

MFC provides financial-wellness programs to an organization’s key employees as an affordable employee benefit. Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.

 

About Subject Matter Experts

A major distinction exists between the average SME and top experts selected by MFC. While both hold specific areas of valuable knowledge to reach the client’s goals, value is further strengthened through MFC’s rigorous research and screening process. The firm’s mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct. MFC’s selected experts range in expertise from tax, estate planning, investments management to insurance, concentrated stock solutions, and philanthropy and other areas,

The My Financial Coach Program delivers an affordable, corporate-sponsored group benefit for executives and employees so they will be able to turn to CFPⓇ Professionals as unbiased and non-selling financial coaches for independent fiduciary advice, then self-invest; or rely on financial coaches to strengthen and enhance work with an individuals current advisors; or turn to MFC coaching service to access a thoroughly evaluated reservoir of SMEs in virtually every aspect of financial planning and implementation including retirement planners, top money managers, insurance experts, estate planning lawyers and tax specialists.

Users can access live chat, phone, and email on mobile and desktop platforms, with 24/7 email support for advice, questions, or second opinions on everything from mortgages, debts, and investments to insurance, taxes, and retirement readiness.

Coming soon to our pool of experts are some of the best estate planning and tax lawyers in the country.  We are excited to be announcing them soon.

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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.

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