+1 760.340.4277 customerservice@myfinancialcoach.com

For Companies

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

For Companies

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

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.



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?

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.