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News

January 22, 2018, Scottsdale, AZ— My Financial Coach (MFC) announces today that the Socius Family Office, an independent multi-family office, signed an agreement to join its digital platform as a subject matter expert on the financial affairs of single and multi-family offices. Socius Family Office serves more than 100 families in 24 states with a 95...
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December 12, 2018, Scottsdale, AZ—My Financial Coach (MFC) announces today that Capitas Financial signed an agreement with My Financial Coach to join its digital platform as subject matter experts (SMEs). The agreement includes 17 offices in the Capitas Financial national network, which brings expanded access, advisory, and expertise to MFC clients in insurance, wealth management, philanthropy,...
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November 30, 2018, Scottsdale, AZ — My Financial Coach (MFC) is pleased to announce today that eight SMEs (Subject Matter Experts) have been on-boarded to the My Financial Coach platform. All Subject Matter Experts have been vetted for top performance in their respective areas of expertise. The on-boarding of eight firms with subject matter expertise are as...
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Only Firm to Leverage Employee Personal Assets with Employer-Sponsored Benefits to Produce Workplace Wealth November 5, 2018, Scottsdale, AZ—My Financial Coach (MFC) www.myfinancialcoach.com announces today the appointment of its first financial coach, James Hargrave, Certified Financial Planner™ Professional, to help employees coordinate and leverage their personal assets with their employer-provided benefits, a strategy which holds the...
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October 18, 2018, Scottsdale, AZ—My Financial Coach (MFC) announces today the launch of its new website designed to help employees coordinate and leverage their personal assets with their employer-provided benefits which holds the potential for workplace wealth. “Our MFC program is an affordable, corporate-sponsored group benefit which enables employees to 1) turn to CFP® Professionals as financial...
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