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
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
October 19, 2021, Scottsdale, AZ – My Financial Coach is very proud to announce that we have added new Subject Matter Expert partnerships! The first SME that we would like to welcome aboard is Bridlewood. In the complex world of Medicare, their agents can help you understand your options and what is available in each...Read More
July 16, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Bryson Financial, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow the firm and engages with top-performing vetted Subject Matter Experts in their respective areas of...Read More
June 3, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a unique benefits solutions offering in association with Milton Park Partners. MFC is now offering an all-inclusive Concierge Benefits Program for Self Employed Individuals. Small businesses, independent contractors, and entrepreneurs of all forms are the lifeblood of the U.S. economy, employing...Read More
May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within...Read More
February 7, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Experts (SMEs), Michael Engelhart & Jack Grella. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. Michael Engelhart & Jack Grella are no different. MFC’s rigorous research and screening process will ensure...Read More
October 11, 2019, Scottsdale, AZ – My Financial Coach (MFC) is pleased to announce new partnerships with Subject Matter Experts (SMEs) that have been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in their respective areas of expertise. The on-boarding...Read More
