April 6th, 2026, Phoenix, AZ—It is with great pleasure that My Financial Coach (MFC) is onboarding Clear Springs Wealth onto our Subject Matter Expert (SME) platform! Owned and operated by Lisa Clements out of Overland Park, Kansas, Clear Springs Wealth brings disciplined portfolio design and ongoing oversight in their fee-only investment management services. Clarity and...Read More

September 3rd, 2024, Phoenix, AZ— It is with great pleasure that My Financial Coach (MFC) is onboarding our partner Kaylin Dillon Financial Planning onto our Subject Matter Expert (SME) platform! Kaylin brings the unique value proposition of the XY planning network paired with her investment management service capabilities to My Financial Coach. By pairing advisor...Read More

August 16th, 2024, Phoenix, AZ— My Financial Coach (MFC) welcomes Lendevity as one of our new Subject Matter Experts (SMEs)! With over 3,000 clients served and 20+ years of experience, their real estate focused mortgage experts are here to help both real estate investors and home buyers. They will guide you through the entire process,...Read More

May 11th, 2024, Phoenix, AZ— At My Financial Coach, we have added to our Subject Matter Expert roster. Our most recent SME to join is Harding Financial Partners, Inc. They are dedicated to offering an array of coordinated tax efficient strategies and financial structure options to clients that are looking to build, protect and distribute...Read More