February 1st, 2023, Scottsdale, AZ – My Financial Coach is very excited to introduce our new partnership with Wealth.com. This means that you can now get access to a streamlined and secure estate planning solution as an add-on to our financial planning services. Be sure to reach out to your CFP® professional financial coach for...Read More
November 15th, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Provident CPAs PLC! Provident works with individuals and business owners of wealth in order to minimize taxes, improve growth and profit, and create proactive management systems! Read more about Provident...Read More
August 25, 2022, Scottsdale, AZ – We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome Navon Wealth Advisors! Navon works with individuals and business owners of wealth in order to protect and enhance what they have built now and for multiple generations. They specialize in...Read More
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
April 18, 2022, Scottsdale, AZ – We have exciting news! Our Subject Matter Expert program at My Financial Coach (MFC) is continuing to grow, and we are excited to welcome Maguire Financial Group. Maguire Financial Group offers expertise on taxes, estate planning, business succession planning, and life insurance. Their group has been in operation for...Read More
March 14, 2022, Scottsdale, AZ – We are very proud to share that we have added a new Subject Matter Expert to our list of partnerships! When our clients work with eLegacy, they gain access to a dedicated legal team that works with clients on their estate and business planning concerns. Their team consists of...Read More
March 9, 2022, Scottsdale, AZ – Do you have life insurance, tax planning or wealth management needs? My Financial Coach (MFC) is pleased to announce our newest Subject Matter Expert (SME) partnership with Martin Financial Group, as they can help you with these items and more! We put in the due diligence in the evaluation...Read More
