June 10, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), ePERSONAL FINANCIAL. ePERSONAL FINANCIAL is an experienced fiduciary advisor specializing in the unique needs of those looking for a Complete Family Office. Primarily serving clients from a professional background, they believe in the importance of transparency, detail, and a first-class experience.
My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working relationship that will provide unbiased, and best in class service to our clients so that they may achieve success in securing a sound financial future.
About ePERSONAL FINANCIAL
Eric Flaten, Founder and Senior Advisor, founded ePERSONAL FINANCIAL on the strength of his over 29 years of experience in understanding the complexities of the wealth management process.
Developing and refining a discipline they call the ‘e’ FORMula, ePERSONAL FINANCIAL cares about what matters most to their clients via:
- Family – spending time with those they love most
- Occupation – pursuing their passion to make a difference
- Recreation – enjoying the activities (hobbies) that bring them the most pleasure and satisfaction
- Money – It’s just a tool. That’s why it’s always the last priority. Yes, being a good steward of your money is important. However, clients understand the value of delegation to an experienced fiduciary, so that they may balance their time between family, occupation, and recreation.
By addressing real concerns, and focusing on more than just numbers and balance sheets, they can help clients alleviate their biggest concerns such as outliving their savings.
ePERSONAL FINANCIAL’s team of experts draws from their collective well of deep industry experience, commitment to the highest ethics and an extensive network of professional resources to help clients succeed in their finances and in their personal lives.
ePERSONAL FINANCIAL offers a full platform of services Including expertise in:
- Mitigating Risk and Lowering expected loss in DOWN markets
- Creating Customized Savings Goal Targets
- Life and Long-Term Care Insurance
- Executive Benefits Planning
- Elder Financial Planning & Organizing
MFC welcomes ePERSONAL FINANCIAL as our latest SME partner and looks forward to better serving the unique retirement plan needs of businesses and their staff. Read more about ePERSONAL FINANCIAL on our SME Page.
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.
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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.