My Financial Coach Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
My Financial Coach Planning, LLC (MFCP) delivers financial coaching and planning services primarily through its online MFC platform to employees enrolled via employer arrangements and to individuals through membership plans and corporate subscriptions. Services center on financial wellness education, goal setting, asset integration, legacy planning, and access to subject-matter experts rather than ongoing discretionary investment management.
MFCP’s coaches are CFP® professionals who use the MFC SmartTech system to aggregate accounts, model retirement and cash flow scenarios, and provide ongoing coaching and plan reviews; investment recommendations are educational and implementation is left to the client or to third-party specialists. The firm does not custody client assets, does not accept discretionary authority over client accounts, and reports no assets under management.
Compared with many peers, MFCP operates as a very small/solo-supported practice with a membership and employer-fee business model instead of charging percentage-of-AUM fees or managing individual client portfolios. The brochure discloses referral arrangements with licensed subject-matter experts and compensation from those SMEs or product providers (including insurance and other financial product sources), a distribution and revenue pattern that is uncommon among similar supported firms.
Client services
Expertise
Fee options
Monthly recurring fee for individual membership plans; Corporate Plan: $2,500 Annual Platform Fee plus $500-$1,000 per employee annually
Minimum fee: One-Time Onboarding Fee (amount not specified, waived or discounted in certain circumstances) Fee-only: Monthly recurring membership fee for individual plans (amount not specified, cancellable at any time)
Main office
7014 East Camelback Rd, Suite B100 A
Scottsdale AZ 85251-1257
Advisors at this office
1
Most active in
Arizona
Also doing business as
My Financial Coach · My Financial Coach LLC · My Financial Coach Planning, LLC · My Financial Coach, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")