+1 760.340.4277 customerservice@myfinancialcoach.com

How Financial Wellness Can Help You

As an employee of Whitelabled Media, we are excited to offer access to our services. Below our the tools and service you can expect from My Financial Coach.


    Full access to CFP®s and online platform
  • $1,000 One-Time Onboarding Fee

    $100/ Month

    Whitelabeled Media
    is providing
    My Financial Coach


Costs Waived For Employees

– Visual Representations of Your Spending

– Retirement Projections

– Goal Completions (saving for a wedding or vacation)

– All of Your Financial and Investment Accounts in One Place

– Access to the “Digital Vault” Where Documents Are Safe From Any Disaster

 

 

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.

Estate planning and trust services include:

  • Last Will & Testament
  • Revocable Trust & Pourover Will
  • Guardianship Nomination
  • Advance Health Care Directive

After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.