About
My Financial Coach

Work with a Certified Financial Planner
from the comfort of your home.
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Our Mission

To bring quality unbiased and unconflicted financial planning and wellness without the heavy costs of traditional financial planning services through a digital platform paired with a financial expert.

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Monitor Everything

Real estate holdings / Estate planning
Stock options, RSUs, restricted shares
Tax and Legal documents
Wills, Trusts and Deeds
Financial Accounts

All of Your Accounts on a Personalized Digital Interface

My Financial Coach gives you an easy-to-use, web-based, comprehensive financial planning and account aggregation platform to work with your CERTIFIED FINANCIAL PLANNER™ (CFP®), who educates and coaches you on how to make smart financial decisions.

Videos

The Value of Time

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Meet Bob and Mary

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The Onboarding Process

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Cost of Planning
Financial Wellness: Planning for Executives & Key Employees
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Speak to a Financial Coach Today

(866) 471-4072
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.