March 10, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), the Meyer Chatfield-Group, powered by Newcleus. My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. The Meyer Chatfield-Group serves community and regional financial institutions across the United States with the highest level of integrity through various products, services, consultation, and administration. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working relationship that will provide unbiased, and best in class service to our clients so that they may achieve success in securing a sound financial future.
About the Meyer Chatfield-Group
Chairman and Chief Executive Officer, Bennett Meyer, along with Co-Founder and Executive Managing Director, William Chatfield, brings decades of leadership experience in working with C-Suite Level executives in the banking industry and their boards. The team at Meyer Chatfield is dedicated to creating specialized compensation programs, developing turnkey administration solutions, and unique earning opportunities. They recognize the uniqueness of each client that they work with to uncover products and solutions that allow for continued growth and sustainability for a competitive and talented workforce in the financial industry. The organization’s expertise is in Bank-Owned Life Insurance(BOLI), Credit Union Owned Life Insurance(CUOLI), and Company Owned Life Insurance(COLI).
MFC welcomes Meyer-Chatfield as our later SME partner and is excited to take advantage of their in-depth knowledge of the ever-changing landscape of the banking industry. Read more about Bennett, William, and the Meyer Chatfield-Group on our SME Page.
About My Financial Coach
MFC provides financial-wellness programs to an organization’s key employees as an affordable employee benefit. Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.
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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.