Our Process

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Learn If My Financial Coach Is Right For You:

Here at My Financial Coach, we understand that not everyone is able to commit to our deep level of planning or may already have elements of planning in their life. We are here to make sure that before you begin the planning process, you have full awareness of the time commitment, where we can make a difference, and what you can expect as we go through the planning process. Here, we also answer some of the questions you have about your personal financial coach as well as My Financial Coach in general.

Our Process

Learn If My Financial Coach Is Right For You:
Here at My Financial Coach, we understand that not everyone is able to commit to our deep level of planning or may already have elements of planning in their life. We are here to make sure that before you begin the planning process, you have full awareness of the time commitment, where we can make a difference, and what you can expect as we go through the planning process. Here, we also answer some of the questions you have about your personal financial coach as well as My Financial Coach in general.

Schedule a Call

Our Smart tech™ system gives you a single access point to securely view all your:

Financial accounts
Tax and legal documents
Insurance coverages
Investments
Annuities, IRAs, 401(k)s
Employer compensation and benefit plans
Stock options, RSUs, restricted shares
Real estate holdings
Estate planning
Wills, Trusts, Deeds

Learn More

Get on-demand access to hundreds of answers with MFC.

And choose how you want to learn:

Speak with your CFP® professional coach-educator.

Work with one of our financial subject-matter experts.

Self-study in our content-rich MFC University.

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.

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