August 4, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome John T. Polk, Esq to the team as our Director of Tax Planning. With his Master of Laws in Taxation, as well as 15 years worth of experience in taxation, estate, and business law, he will be heading up our tax planning...Read More
August 4, 2025, Phoenix, AZ— Over the past several years of serving our clients, there are many common needs uncovered through financial planning. Among the most requested we found was Bookkeeping. After working on the backend to fine tune a solution for our clients, My Financial Coach (MFC) is pleased to announce an expansion of our...Read More
August 2, 2025, Phoenix, AZ— As part of our efforts to bring financial literacy and wellness into the surgeon and medical professional space, My Financial Coach (MFC) has joined with the American College of Surgeons to offer it’s students and affiliates special reduced pricing of our financial planning services. If you are associated with the American...Read More
September 3rd, 2024, Phoenix, AZ— It is with great pleasure that My Financial Coach (MFC) is onboarding our partner Kaylin Dillon Financial Planning onto our Subject Matter Expert (SME) platform! Kaylin brings the unique value proposition of the XY planning network paired with her investment management service capabilities to My Financial Coach. By pairing advisor alpha...Read More
August 16th, 2024, Phoenix, AZ— My Financial Coach (MFC) welcomes Lendevity as one of our new Subject Matter Experts (SMEs)! With over 3,000 clients served and 20+ years of experience, their real estate focused mortgage experts are here to help both real estate investors and home buyers. They will guide you through the entire process, from...Read More
