+1 760.340.4277 customerservice@myfinancialcoach.com

An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.


    As a member of Solvo

    $1,000 One-Time Onboarding Fee Waived

    FREE for the First Year


    Full access to CFP®s and online platform
  • afterwards $100/Month
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Financial Planning for:

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.

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

We can help you 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. You will have access to a 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 it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
 

Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.

 

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.

Estate planning and trust services include:

  • Last Will & Testament
  • Revocable Trust & Pourover Will
  • Guardianship Nomination
  • Advance Health Care Directive

After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.

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.