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
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
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
