+1 760.340.4277 customerservice@myfinancialcoach.com

Planning for Individuals

Construct a sturdy platform to support your potential for workplace wealth.

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.