$100/Month
Full access to CFP®s and online platform plus estate planning and trust services as part of our partnership with wealth.com
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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.
Estate planning and trust services include:
After completion of your estate plan, you can print your documents directly from the platform or request to have it printed & shipped to you at a small fee. Each page in your documents includes a QR code that allows loved ones the connivence to locate where the estate plan was created and stored. Along the way if you have any legal questions, you can request to consult with an attorney through their vetted attorney network at a pre-negotiated rate.
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.