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
Hiring a financial advisor is hard, there are many niche terms like “fiduciary”, “best-interest”, “broker-dealer”,”fee-only,” and “advice-only”. While everyone seems to emphasize transparency and “client-first” approaches to planning, there are distinct differences amongst financial professionals that you, as a client, may not fully understand. How do you know which type of advisor is right for...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