+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

CERTIFIED FINANCIAL PLANNERS™ that are powered by technology.



    $2,000 One-Time Onboarding Fee

    Special Pricing of $1,500

  • $100/Month


    Full access to CFP®s and online platform

    Cancel Anytime

    Money-Back Guarantee**This offer starts from the moment payment is taken and will extend for thirty days
    after the payment is made. All refunds will be processed within 2-3 business days after request.


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Taxes Have Consequences –

A Webinar on Income Tax of the United States for NOA Members

Financial Planning for Franchise Owners and their Key Employees

Our financial planning process is focused on helping you and your key employees plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.

We can help create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to the unique needs of franchise owners and their key employees, you will see that My Financial Coach can help people at all stages of their careers.

Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.

 

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

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.