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 delivers platform-based financial coaching and planning primarily through employer-sponsored programs, while also serving corporations and other individuals. The firm provides online coaching, goal-setting, legacy planning and account aggregation via its SmartTech platform and does not maintain assets under management, custody client funds, or accept discretionary authority over client accounts.
Advisory services are delivered by CFP®-trained financial coaches who focus on education, integrating workplace benefits with personal assets, and ongoing coaching rather than direct investment management. Coaches use the firm’s online tools to build and monitor plans, and when specialized, refer clients to licensed subject-matter experts for implementation of insurance, investment, tax or legal services.
Compared with many peers, MFCP operates as a solo-advisor practice supported by a parent company and discloses referral arrangements in which it may receive compensation from subject-matter experts or product providers (for example, referral fees or commissions). The firm’s compensation is subscription- and platform-based (onboarding/monthly and corporate platform fees) rather than percentage-of-AUM or wrap-fee arrangements, reflecting its emphasis on coaching and referrals over traditional portfolio management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Monthly recurring fees for individual plans; for Corporate Plans, annual fees as noted above.
Minimum fee: One-Time Onboarding Fee (waived or discounted in some cases) plus monthly recurring fees for individual plans. Fee-only: Membership fee-based planning service with monthly recurring fees for individuals; Corporate Plans include a $2,500 Annual Platform Fee plus $500-$1,000 per employee annually.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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