July 14, 2022, Scottsdale, AZ – Our team here at My Financial Coach has been working around the clock to bring financial wellness and coaching to everyone. We have had the pleasure of finalizing a significantly new and important project these past few months.
My Financial Coach has always been at the forefront of progressive financial coaching and planning technology for our clients. It has been a long term goal of ours to allow our services and expertise to reach individuals that might otherwise not have access to financial literacy and wellness. We strive to provide access to not only the tools and assets clients need to build a more stable financial future, but to a CERTIFIED FINANCIAL PLANNER™ through multiple communication channels.
Whether you are a “Do-it-yourselfer” who learns with hands-on experience, need a little bit of guidance or have the occasional question, or the traditional financial planning that is entirely guided by one of our CFP® coaches – we have a plan for you! Move up through the tiers as you grow in your financial situation, and your advising needs change. In all cases we have an esteemed group of subject matter experts, available to help too, in tax, accounting, legal, investments, insurance, estate planning etc.
Tier 1 – As you read above, tier one gives the user access to our SmartTech™ planning platform powered by eMoney tools and software. This plan is ideal for those searching to organize their finances in one place.
Tier 2 – As you read above, tier two gives the user access to our SmartTech™ tools and software, as well as licensed access to our CFP®’s via email.
Tier 3 – As you read above, tier three gives the user access to our SmartTech™ tools and software, as well as licensed access to our CFP®’s via email. This tier also unlocks the ability to have one-on-one coaching sessions with one of our licensed and certified CFP®’s.
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.