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Financial & Tax Planning for
Medical Professionals

Get preferred pricing on services for those who are highly compensated with complex needs.

For Members Of

Specializing in physicians and medical professionals, My Financial Coach delivers fiduciary financial planning and strategic tax planning tailored to the unique needs of high-income earners. From retirement and goal planning to investment risk assessment, combined with proactive tax strategies for reductions and ongoing guidance, our team helps clients make informed financial decisions with confidence across their financial picture.

    Tax Planning




    Seamless Annual Electronic Tax Filing
    Comprehensive Tax Reports and Analysis
    Cutting-Edge Tax Reduction Strategies
    Tax Audit Protection
    Integrated Coordination with Financial Experts
    Year-Round Unlimited Tax Support



    starting at
    $1,000 One-Time Onboarding Fee


  • starting at

    $100/Month


    Tax Attorney Guided Planning and Filing Services


    Reduced and Fixed Pricing on Tax Services:

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Financial Planning




Personal CFP® Financial Coach
Advice-Only Retirement Strategy
Goal Alignment and Risk Management
SmartTech™ online platform powered by eMoney
Subject Matter Experts provide additional solutions
Quarterly Check-ins for updates



    $2,000 One-Time Onboarding Fee

  • $150/Month



    Full access to CFP®s and online platform


    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.



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Here is what people are saying about us:

  • Enpo has made such a huge impact on our lives and our financial well being. Talking about money used to feel like going to the dentist, and Enpo has made an enjoyable experience. We never feel judged, and he is really good at creating a... read more

    Suchismita Datta Avatar Suchismita Datta
    September 22, 2025

  • I highly recommend My Financial Coach for all your financial planning needs. We have worked with Enpo and his team on a variety of things ranging from navigating home selling & purchase planning, retirement savings, student loan planning, and tax strategies. We have been extremely... read more

    Michelle Snider Avatar Michelle Snider
    February 24, 2026

  • To Whom It May Concern, I am writing to enthusiastically endorse Enpo Tu of MyFinancialCoach for his exceptional financial analysis and outstanding coordination skills. Enpo recently assisted me with a comprehensive review of my financial situation, and I have been thoroughly impressed by both his expertise... read more

    Steven Shaw Avatar Steven Shaw
    June 5, 2025

  • My Financial Coach assisted me with my retirement and estate planning, helped me sell insurance products, and provided valuable advice regarding investment structuring. Having their input made my financial planning more efficient and successful. The quarterly and PRN Zoom meetings kept our relationship up to date... read more

    Arianna Bender Avatar Arianna Bender
    February 10, 2026

Unbiased and Un-Conflicted Financial Planning

Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners. We create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress.

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Unbiased and Un-Conflicted Financial Planning

Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners. We create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress.

Our coaches can help you with:

  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

Get Access to Subject Matter Experts:

You will have access to an unbiased dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When a gap is identified, your financial coach will connect you with the proper professional who specializes in your area of need such as investments, insurance, succession, retirement and estate planning etc. This ensures you are getting the best level of assistance across all areas of your financial picture, and that planning remains unbiased.

Get Access to Subject Matter Experts:

You will have access to an unbiased dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When a gap is identified, your financial coach will connect you with the proper professional who specializes in your area of need such as investments, insurance, succession, retirement and estate planning etc. This ensures you are getting the best level of assistance across all areas of your financial picture, and that planning remains unbiased.
 

Tax Planning and Filing

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Seamless Annual Electronic Tax Filing

My Financial Coach’s tax filing service includes the annual filing of your personal return. If you would like additional returns or amended filings, these are available for an additional fee – please reach out to us if you have any questions at customerservice@myfinancialcoach.com.

Comprehensive Tax Reports and Analysis

Detailed tax report showing taxes, tax rates and marginal brackets, tax credit and deduction eligibility, federal and state observations and suggestions

Cutting-Edge Tax Reduction Strategies

Our knowledgeable professionals can provide you with unique and innovative tax reduction strategies

Tax Audit Protection

You won’t face the IRS alone, our in-house tax lawyer steps in to represent and defend you in the event of an audit.

Integrated Coordination with Financial Experts

Active in-house coordination with your Financial Coach and SME for strategy execution

Year-Round Unlimited Tax Support

Get on-going and unlimited tax support year-round, including Q3 tax checkup

John Polk, JD, LLM

Director of Tax Planning

John Polk received his J.D. from the Sturm College of Law and his Ll.M. in Taxation from the University Denver Graduate Tax Program. He has spent more than 15 years working with entity formation, tax planning, estate planning, and asset preservation. His practice focuses on structures for sole proprietors and high net worth individuals. When he’s not dealing with the tax code, he spends his time chasing his two children and a little white ball around a golf course.

Anbu K. Chandran,EA

Tax Planning Associate

Anbu Chandran is an Enrolled Agent with a Bachelor’s degree in Accounting and Commerce. She has worked with several CPAs in Phoenix valley, assisting in the preparation and planning of individual and business tax returns. She has extensive experience in bookkeeping and accounting across a broad range of industries such as real estate, medicine, legal services, retail, and manufacturing. She has also served as a Client Service Manager, providing accuracy, compliance, and excellent client support within her role. She is passionate about using her knowledge and experience to help her clients implement effective tax and savings strategies. Since 2010, she has been living in the United States with her family. Outside of work, she enjoys dancing, hiking, badminton, traveling, and spending time with family and friends.

Summer Stiebel

Tax Consultant / Bookkeeping

Summer Stiebel brings a unique blend of analytical precision and operational insight to her role as a bookkeeping consultant. Her background spans private equity, CPA firm operations, and fund administration, with a specialization in uncovering patterns and inefficiencies within financial systems. She has worked with high-growth startups, family-run businesses, and boutique financial firms to implement sustainable bookkeeping practices that go beyond compliance to support strategic decision-making. Summer is known for her ability to translate complex financial narratives into clear, actionable insights and is passionate about empowering business owners to feel confident and in control of their financial data.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.