Our Fair and Transparent Pricing:

At My Financial Coach, we believe in transparency and clarity in pricing.

Our Fair and Transparent Pricing:

At My Financial Coach, we believe in transparency and clarity in pricing.

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.

Ask Your Financial Coach about Estate Planning and Trust Service Add-On

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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

– Add-On Option: 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

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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.