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Now Partnering with Wealth.com!

My Financial Coach > News > Now Partnering with Wealth.com!

February 1st, 2023, Scottsdale, AZ – My Financial Coach is very excited to introduce our new partnership with Wealth.com. This means that you can now get access to a streamlined and secure estate planning solution as an add-on to our financial planning services. Be sure to reach out to your CFP® professional financial coach for more

More information about Wealth.com can be found on our Partner Offerings page.

By using Wealth.com, you can create state-specific estate planning documents in an entirely digital environment. Their tool is incredibly easy to use and removes the complexities that normally come with creating wills and trusts. The team behind wealth.com is innovative and always working to add to the functions of their software over time, so expect included future updates!

Estate planning and trust services include:

– Last Will & Testament

– Revocable Trust & Pourover Will

– Guardianship Nomination

– Advance Health Care Directive

You can determine how your assets will pass to your loved ones and designate key decision-makers. 

About My Financial Coach

The financial planning service is guided by a dedicated personal CFP® professional through “My Financial Coach”. Get help making benefit decisions that address your specific goals and needs, see visual representations of your spending, retirement projections and goal completions (such as saving for a wedding or a vacation!). 

Unlike traditional financial planners, My Financial Coach offers an innovative, high-tech approach through a secure online platform. Track transactions in real time with our software. It will automatically sort purchases across all of your accounts, making it easy to monitor your budget. Allocate all of your financial and investment accounts in one place. See live charts and visual projections of your financial situation. 

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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.

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