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 provides a technology-driven financial coaching platform and related advisory services primarily to employers and their employees, as well as to charitable organizations and corporations, with limited individual investment account activity. Services are delivered by CFP® professionals through the firm’s online MFC platform and SmartTech tools and include financial planning, benefit-integration, ongoing coaching and legacy planning. The firm emphasizes education and workplace-benefit integration, using certified financial coaches to build and monitor plans while linking clients to licensed subject-matter experts for implementation. MFCP does not custody client assets or accept discretionary trading authority; implementation of investment recommendations is typically carried out by clients or third-party advisers. Distinctive for a firm in the investment-manager category, MFCP discloses arrangements to recommend or select other investment advisers and to refer clients to product providers (including insurance and investment firms), and it may receive referral compensation from those SMEs or product providers. The firm also departs from the common percentage-of-assets model used by many peers, relying instead on onboarding, subscription and employer platform fees and reporting that it currently does not maintain assets under 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 |
|---|---|---|
Scottsdale, AZ
| 10
|
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