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 (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.

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	10

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