My Financial Coach - MFC

This is the definition of financial planning that addresses both the traditional financial planning models as well as what they should aim to achieve.

There is a disconnection between what financial planning should be, and the current business model-based discussions about what financial planning is. This definition does not go into compensation models, or go into issues with the scope and breadth of products that a client needs their financial advisor to have the ability to offer or the ability not to offer them.

Instead, this definition is focused on solely the betterment of and for the client. All other elements of advice, servicing, and guidance only serve the client’s interest as a party who has incomplete knowledge of their own financial situation. Clients need someone who can guide them through a decision-making framework and that will ultimately highlight tradeoffs between the decisions they make for themselves and their financial goals.

My Financial Coach's Financial Primary Care Service aims to do just that, and more.......

Read More:
https://myfinancialcoach.com/portfolio/financial-primary-care/

Wrapping up another great conference! We are so thankful for the opportunity to sponsor the American Academy of Family Physicians (AAFP) Leadership Conference held in Kansas City, Missouri.

https://myfinancialcoach.com/aafp/

It was fantastic attending the AzCEP 2026 Annual Scientific Assembly meeting today and speaking with all of the talented young professionals building their careers in medicine.

We are looking forward to hosting this evening's dinner presentation about Financial Strategies. Will we see you there?
Thank you to Arizona College of Emergency Physicians for this opportunity to sponsor!

https://myfinancialcoach.com/azcep/

If you're interested in charitable giving -- this one's for you!

Our example client ended up with an annual tax savings of over $15,000, plus, continued support of charitable organizations which is important to Dr. Lawson and his family.

A QCD strategy allows physicians to:
• Continue charitable giving
• Reduce taxable income
• Manage retirement tax brackets more effectively

Read More in our Free eBook:
https://myfinancialcoach.com/portfolio/the-physician-tax-wealth-playbook-2026/