A complete list of active advisors currently associated with My Financial Coach Planning, LLC

Warmer can help you find a great advisor at My Financial Coach Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at My Financial Coach Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Enpo Tu	Scottsdale, AZ	11

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