The DocPreneur Leadership Podcast

Tax Plan Your Way to Wealth with the Team at My Financial Coach

Aug 1, 2024

47:52

Sponsored Webinar

Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups. We hope to shape the financial services industry towards a truly unbiased and unconflicted professional service that can dedicate itself to their clientele. Based out of Scottsdale, Arizona, and servicing the whole United States, My Financial Coach’s planning service is mostly found as an employer benefit in leading companies. As such, our coaching model takes into account workplace benefits and couples it with personal assets. We look forward to changing the world of financial services one account at a time!

To learn more, visit www.MyFinancialCoach.com

About My Financial Coach

MFC provides financial-wellness programs to individuals with complex needs. The service is ideal for individuals who are a business or practice owner, have investments, multiple properties, have access to workplace benefits, etc. The CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet the physicians’s lifetime goals to ensure they and their families achieve maximum long-term results. The process can include consulting with qualified Subject Matter Experts to provide the best financial outcome for each client. Like and follow our pages on social media to keep updated on the news, or sign up for our monthly newsletter!

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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.

This is a sponsored webinar/podcast/recording. Please note that an interview is not considered an endorsement.

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