My Financial Coach Planning (MFCP) provides financial coaching services through its online platform. Financial coaches, who are Certified Financial Planner professionals, offer educational information and training on wealth planning, investment advising, and insurance-related matters. They refer clients to subject matter experts for specific services. The process includes asset integration, goal setting, financial plan building, ongoing coaching, and legacy planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
My Financial Coach Planning offers membership-based financial planning services. Clients pay an onboarding fee (which may be waived or discounted) and a monthly recurring fee that can be canceled at any time. All fees are refundable within the first 30 days of service.
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