(Waived for NOA members)
Full access to CFP®s and online platform plus estate planning and trust services as part of our partnership with wealth.com
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.
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:
Digitally organize all your:
Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.
Estate planning and trust services include:
After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.
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.