July 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome NovaPoint Capital LLC!  They can help with investments, overall wealth management, and fiduciary services. Read more about Alan and his team on their SME page: https://myfinancialcoach.com/personnel/novapoint/ If you have any...Read More

July 12, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome TCS!  They can help with disability, life and family insurance. They also feature their one of a kind Foresight Factor™ planning model. Read more about David and Steven on their...Read More

June 7, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome BPA Wealth Management! They can help with income tax planning, investment planning, estate planning, exit planning, risk management planning, and benefit planning. Read more about Danny and Mike on their...Read More

May 2 , 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome FMC, Financial Benefits Group LLC! They can help with bank owned life insurance, planning for tax exempt organizations, and more. Read more about Jim,  Spencer and Scottie on their...Read More