My Financial Coach

My Financial Coach provides a broad range of services through their cadre of CERTIFIED FINANCIAL PLANNER™ professionals. Included amongst their services is assistance in understanding the benefits provided by employers and guidance to make financial choices that maximize tax efficiency. They also assist in providing personalized strategies that will facilitate not only a secure retirement but also further educational goals of your family. My Financial Coach provides unbiased personal advice unique to your specific needs and circumstances. They do not sell products or manage money. For clients who need help with wealth management, insurance, tax, and other complex solutions they have an esteemed group of Subject Matter Experts. Their platform allows their clients to visually track progress towards their goals, consolidate assets and investments into one place, and access important documents all with their secure digital software. They also provide digitally-based estate planning and trust services through their partner, Wealth.com.