+1 760.340.4277 customerservice@myfinancialcoach.com

Partner Offerings

For Mile Wide and Mile Deep Financial Planning

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Partner Offerings

For Mile Wide and Mile Deep Financial Planning

Learn More
Visit Page

My Financial Coach has partnered with Wealth.com to provide the ability to create state specific legal estate documents, securely store files, and set up emergency access to your trusted contacts through their platform. Estate planning is simply recording your wishes for what happens if you’re unable to manage your own affairs. Wealth.com is designed to be a self-guided platform that is easy and intuitive to navigate that allows you to create an estate plan at the convenience of your own home. Ask your financial coach about this estate planning and trust service add-on.

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

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.

Is This The Right Service For You? –  Learn More

My Financial Coach has partnered with Wealth.com to provide the ability to create state specific legal estate documents, securely store files, and set up emergency access to your trusted contacts through their platform. Estate planning is simply recording your wishes for what happens if you’re unable to manage your own affairs. Wealth.com is designed to be a self-guided platform that is easy and intuitive to navigate that allows you to create an estate plan at the convenience of your own home. Ask Your Financial Coach about Estate Planning and Trust Service Add-On. Ask your financial coach about this estate planning and trust service add-on.

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

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.

Is This The Right Service For You? –  Learn More

Large group health insurance & employee welfare benefits, payroll, human resources, and compliance – all in one place.

Large group health insurance & employee welfare benefits, payroll, human resources, and compliance – all in one place.

There are two ways you can join:

MPP Payroll Option

Milton Park Partners (MPP) enables small businesses to enjoy the employee welfare benefits and human resources advantages of large Fortune 500 companies. MPP aggregates employees from many small companies (with one or more employees) into a single large “outsourced company”. This is an innovative employment model wherein MPP becomes the “employer of record and administrator” of employees.

  • Payroll & Workers Compensation pay as you go
  • Major Medical Health Insurance/HSA plans
  • Dental Insurance
  • Vision insurance
  • Life Insurance
  • Allstate ID Theft
  • HR administration
  • My Financial Coach – Financial Planning by a CFP® at a discounted rate (just $100/mo)

See the Rates for more information

 

LP Option

MPP Benefit Solutions, LP is a Limited Partnership for Professional Self-Employed Contractors. If you are struggling to find affordable health benefits, this program will allow you to partner with MPP Benefit Solutions, LP and take advantage of their national group benefits program and services. You will be able to choose your benefits and pick the health plan that best suits your family needs.

  • Major Medical Health Insurance/HSA plans
  • Dental Insurance
  • Vision
  • Allstate ID Theft included
  • My Financial Coach – Financial Planning by a CFP® at a discounted rate (just $100/mo)

The process is an online Application & Medical Health Questionnaires for approval. This process should be completed within 36 to 48 hours. Once approved, you will be emailed the proposal and the Limited Partnership agreement from MPP Benefit Solutions, LP.

What is the Cost?

  • An initial capital contribution of $2,000 to become a partner. This Capital investment is refundable, minus some annual accounting and K1 fees.
  • On approximately the 1st of each month, your payment will be automatically drawn by an ACH draft from your bank account, for the benefits chosen and the $120.00 administration fee. You will also receive an ACH Bank Authorization form for the account you would like us to deduct your payments from.

See the Rates for more information

 

What if I want some guidance on these plans?

A CFP®, working with any other financial professionals you currently have in legal, accounting, tax, retirement planning etc., can help explore other options and create an overall financial plan. The coaches at My Financial Coach as part of your cost of planning will help you understand Milton Park Partner’s benefits (HSAs, deferred compensation plans, stock options) so you can best use these benefits to your advantage in your specific situation!

Questions? Contact Us.

Call us at 760.340.4277 or email us at customerservice@myfinancialcoach.com

Or fill out the form to the right and we will reply within 24 hours.