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News

October 19, 2021, Scottsdale, AZ – My Financial Coach is very proud to announce that we have added new Subject Matter Expert partnerships!  The first SME that we would like to welcome aboard is WestView Financial Group. This firm works closely with business owners, his team can provide some insight and solutions to retirement. In addition,...
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August 11, 2021, Scottsdale, AZ – My Financial Coach  is announcing our newest Subject Matter Expert. We are excited to welcome KNR Consulting Group, Inc. to our team of experts! They offer expertise in annuities, investment management, life insurance and wealth management. We seek out the best Subject Matter Experts to ensure that our clients get the...
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July 7, 2021, Scottsdale, AZ – We would like to welcome our newest Subject Matter Expert: Laffer Tengler Investments. They are a team of investment professionals that bring decades of institutional experience in managing family investments. They value building relationships and work hard to understand what’s important to the client. They use a data-driven approach to managing...
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June 30, 2021, Scottsdale, AZ – Our network of Subject Matter Experts is continuing to grow! We would like to welcome our newest SME, Higley Financial.  Higley Financial, LLC. is headquartered in Portland, Oregon, and provides services such as investment management, insurance protection programs, and trust services. They also serve businesses, and provide valuation, transfer and succession...
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June 16, 2021, Scottsdale, AZ – As part of our commitment to filling the expertise needs of our clientele, we are proud to announce our newest Subject Matter Expert, Mazuma. They are a one-stop shop for bookkeeping, taxes, and accounting advice. They are members of the AICPA, and each accounting team is led by a licensed...
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