+1 760.340.4277 customerservice@myfinancialcoach.com

Who We Serve

Course Guided Plus Email Access to CFP(r)s $35/Month Cancel Anytime

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Access to our SmartTech™ powered by eMoney

– Unlimited email access to our team of CFP® Financial Coaches
– Set up and track budget
– Track net worth and investment accounts 
– Save important documents in the Vault 
– Run Retirement, Life, College, and Asset Allocation calculations in Workshop

Receive instructions videos from our CFP® Financial Coaches.Available as a Stand-Alone Product. Upload Your Corporate Documents.

Financial Coach Guided Full access to CFP(r)s and online platform plus estate planning and trust services as part of our partnership with wealth.com $1,000 One-Time Onboarding Fee $100/Month 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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– Meet with your CFP® Financial Coach to get access to our SmartTech™ online platform powered by eMoney

– Assistance in gathering your financial data and linking your accounts 

– Personal modeling and recommendations on Retirement, Cash Flow, Insurance, Taxes, Estate Planning, etc.

– Three initial meetings and then ongoing quarterly meetings

– Direct email access to your personal CFP® Financial Coach

– Digitally based estate planning and trust services from Wealth.com includes last will & testament, revocable trust & pourover will, guardianship nomination, advance health care directive and more! Download PDF

How is My Financial Coach
so Reasonably Priced?

Are you anxious about your financial situation? Worried about retirement?
When did you last do a financial check-up?

A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.

In the struggle for financial progress, our emotions can run hot and high.
So much to know.

So many decisions. And patience runs thin amid data exhaustion.

But you can relax.

Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.

Track Your Entire Net-Worth in Real Time with SmartTech™

  • All your accounts in one place and accessible on any device
  • Plan for your retirement
  • Monitor your investments
  • Securely store important documents
  • Work with an unbiased Certified Financial Planner®

Financial Coach Guided

  • $1,000 One-Time Onboarding Fee

    Full access to CFP®s and online platform
  • $100/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents

Let's get started.

Let's get started.

Time to construct a sturdy platform to support your potential for workplace wealth.

What Exactly am I Paying For?

Consumer Guide to Financial Wellness

When implementing a Financial Wellness solution, there are many programs available. Let's take a critical look at what is available in the market place and how to shop for financial wellness programs.

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.