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 alpha with lowered investment costs for her clients, she adds considerable value to any client engagement.
More information about Kaylin Dillon’s prenup services can be found on her Partner Offering page, or you can visit her SME page here to view her biography and learn more.
If you have any questions about our Subject Matter Experts (SMEs) or would like to get started with financial planning to see if one of our SMEs services may be of interest for you, schedule a call with us using the button below:
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About My Financial Coach
MFC provides financial-wellness programs to individuals with complex needs. The service is ideal for individuals who are a business or practice owner, have investments, multiple properties, have access to workplace benefits, etc. The CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet the physician’s lifetime goals to ensure they and their families achieve maximum long-term results. The process can include consulting with qualified Subject Matter Experts to provide the best financial outcome for each client. Like and follow our pages on social media to keep updated on the news, or sign up for our monthly newsletter!
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.