+1 760.340.4277 customerservice@myfinancialcoach.com
Client Login Service Portal

 

Individual

Looking for Companies?

Self Guided


  • Access to SmartTech™ and videos/content
    •

  • $5/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents

This offering is available now:

REGISTER

Course Guided


  • Plus email access to CFP®s
    •

  • $35/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents

This offering is available now:

REGISTER

Financial Coach Guided


  • $1,000 One-Time Onboarding Fee

    Full access to CFP®s and online platform
  • $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.
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents

Let's get started.

MEET A COACH


READY TO BUY

Learn More

$5 Self guided

  • Access to our  SmartTech™ online platform 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.

 

Learn More

$35 Course Guided

  • Access to our  SmartTech™ online platform 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.
  • Unlimited email access to our team of CFP® Financial Coaches.

 

Learn More

$100 Financial Coach Guided

  • 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.

 

Additional Information: