My Financial Coach
Unlike most traditional financial planners, we offer a high-tech approach through a secure online platform guided by your personal CERTIFIED FINANCIAL PLANNER™. See visual representations of your financial and investment accounts, spending, retirement projections, and goal completions (such as saving for a wedding or a vacation!) in one place.
Resources from My Financial Coach
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Thursday, September 22, 2022 My Financial CoachGuide to Creating Your Financial Folder
It's easy to get busy with everything in life happening at once. Just as a reminder, occasional maintenance to your portfolio is always a good thing. Our financial coaches have put together this guide to help you with this step by step.
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Thursday, September 22, 2022 My Financial Coach7 Things to Know Before Hiring a Financial Planner
You have a feeling that you need some help with your finances but you don't want to get bad advice. How do you find someone who you can work with that can help you make better money decisions?
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Thursday, September 22, 2022 My Financial Coach8 Ways Physicians Can Safeguard Their Financial Planning
You have three options in financial planning: work alone, work with a sole advisor, or work with a group of vetted advisors that are guided by a coach/coordinator. So, which is best for you?