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At My Financial Coach, we take the safety of personal information very seriously.
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For Companies

At My Financial Coach, we take the safety of personal information very seriously.
payments security

Looking for individuals?

Self Guided


  • Annual Platform Fee

    Access to SmartTech™ and videos/content
  • $5/Month
    per employee
    •

Learn More


Access to our SmartTech™ powered by eMoney


    - 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.



Course Guided


  • Annual Platform Fee

    Access to SmartTech™, video/content
    and can email CFP®s
  • $35/Month
    per employee
    •

Learn More

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.



Schedule a Demo

Financial Coach Guided


  • Annual Platform Fee

    Full access to CFP®s and online platform
  • $100/Month
    per employee
  •

Learn More


    - 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



How is My Financial Coach
so Reasonably Priced?

 

Traditional Cost of Advisors According to Nerdwallet

A financial team of Subject Matter Experts.

Our CFP® professionals, together with subject-matter experts from every financial discipline, build and monitor your financial plan. Imagine. Your own financial team. Whenever you need their support.

A financial plan that grows with you.

LIfe changes and you should have a financial plan that changes with you. Our CFP® professionals work with you to build a custom financial plan that grows with you, reviewing it every three months to make sure you're getting the most our of your plan.

Access to MFC University.

Self-study in our content-rich online knowledgebase.

Your own personal, real-human, Financial Coach.

Quickly access CERTIFIED FINANCIAL PLANNER™professionals as your personal coach-educator—real humans who care about your financial future.

24/7 access to your financial picture, from anywhere.

Never miss a beat. Your finances in panoramic view 24/7. Online. Secure. And up-to-date.

Unbiased, uncompromised advice.

Get unbiased advice from our non-selling CERTIFIED FINANCIAL PLANNER™ professionals—your personal financial coach.

 

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