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My Financial Coach > Our Process > Create Your Legacy

Create Your Legacy

What is the point of saving for retirement if you can’t leave something behind for loved ones or causes you care about?  

Even more important, how do you prepare to leave this life without regrets for how you lived it?

Protect Your Valuable Financial & Estate Documents

My financial coach provides a safe and secure place to store your documents. This will allow one easy access point for loved ones when they carry out your final wishes.

Coaching on the Best Steps to Protect Your Legacy

Legacy planning involves more than just the numbers. Let’s talk about any hint of luck or grace that got you here. Do you have questions on how best to prepare your heirs?

Education on the Importance of a Complete Legacy Plan

What are the implications of estate taxes on your assets? Do you have proper beneficiaries listed? Our coaches will help you consider some unturned stones.

We will help you build a lasting legacy.

Our Process

Learn more about how we can help.

Contact us, we’re ready to lead you into the future of workplace wealth.

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Call us at 760.340.4277 or email us at info@myfinancialcoach.com.

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