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My Financial Coach > News > Welcome eLegacy!

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 a network of Attorneys, Paralegals and Client Relations Coordinators. You can read more about Jeff, Ryan, and Michelle on their My Financial Coach – SME page:


If you have any questions about our SME partnerships, or would like to get started with financial planning to see if one of our SME’s services may be of interest for you, schedule a call with us using the button below:

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