October 30, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome Anbu Chandran to the team as our new in-house Tax Planning Associate. Anbu brings extensive experience working with a broad range of industries, providing planning as well as preparing individual and business tax returns. Read more about her on our About...Read More
August 4, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome John T. Polk, Esq to the team as our Director of Tax Planning. With his Master of Laws in Taxation, as well as 15 years worth of experience in taxation, estate, and business law, he will be heading up our tax...Read More
August 4, 2025, Phoenix, AZ— Over the past several years of serving our clients, there are many common needs uncovered through financial planning. Among the most requested we found was Bookkeeping. After working on the backend to fine tune a solution for our clients, My Financial Coach (MFC) is pleased to announce an expansion of...Read More
June 24, 2024, Phoenix, AZ— My Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st. Key Features of the Service: Seamless Annual Electronic Tax Filing Comprehensive Tax Reports and Analysis Cutting-Edge...Read More
November 10, 2021, Scottsdale, AZ – My Financial Coach is proud to announce our newest addition to our Subject Matter Expert program! We would like to welcome Mark Leyden & Associates, LLC. They can help with insurance needs as well, such as disability insurance. as well as business succession planning. Be sure to check out...Read More
March 31, 2021, Scottsdale, AZ – We would like to introduce our newest Subject Matter Expert: “JLW Financial and Insurance Services” to the Subject Matter Expert program of My Financial Coach Through the Subject Matter Expert program, JLW brings capabilities in the areas of: insurance, tax planning, estate planning, exit planning, retirement planning and more. You...Read More
January 27, 2020, Scottsdale, AZ – My Financial Coach (MFC) is expanding our Subject Matter Expert resources in the areas of legal, tax and accounting. As part of this process, we would like to welcome our newest Subject Matter Expert: Bergman & Jacobs, P.A. Attorneys at Law. They offer over 40 years of experience as a...Read More
