Is your current retirement plan effective? Do you fully understand your workplace benefits? Can you be more tax efficient? Can you afford the wedding you had in mind for your children? Will you be able to afford the college that you have in mind for them? Instead of guessing and trying to do it alone, know that your future is secure by working with a coach instead.

My Financial Coach gives you an easy-to-use, web-based comprehensive financial planning and account aggregation platform to work with a personal CERTIFIED FINANCIAL PLANNER (CFP®). All our coaches are unbiased, and will always work in your best interest because we don’t sell products. Digitally consolidate your assets into one place with our software. Monitor your spending habits. Visually track your progress towards your retirement and goals. Access important documents in your secure digital vault. Our coaches can help you with retirement planning, exit and succession planning, estate planning, tax planning and strategies, cash flow management, budgeting, risk management, and more. As part of the planning, included in the monthly fee, you can create your wills and trusts or revise them as part of our partnership with wealth.com. Estate planning and trust services include last will & testament, revocable trust & pour-over will, guardianship nomination and advance health care directive

 

Schedule a call with us to get started!

Fee Structure:

$100 per month plus one-time $1,500 set up fee