My Financial Coach

So, how did you score? Let us know! If you only utilize three or less of these strategies, you should check out our free ebook: myfinancialcoach.com/portfolio/phys… #taxes #physician #medicine

Our Chief Operating Officer, Enpo Tu, had his quote featured, and was named an expert in a recent blog produced by @Redfin, powered by Rocket. Read the full article here: redfin.com/blog/costs-of-…

We're proud to be at the Residency Leadership Summit hosted by @aafp Thank you for this opportunity! Come say "Hi" or attend our presentation today in room Cumberland K at 12:15pm about tax planning while preparing for retirement. Learn more: myfinancialcoach.com/aafp/

We have officially launched our Concierge for Business Tax Planning and Filing Membership in addition to our existing individual service for individuals: Read More: myfinancialcoach.com/my-financial-c…

We have officially launched our Concierge for Business Tax Planning and Filing Membership in addition to our existing individual service for individuals: Read More: myfinancialcoach.com/my-financial-c…

Meet Melynda! She is our newest Junior Partner – Financial Coach. She brings over 20 years of professional experience. We are excited to have her join our team. Read more: myfinancialcoach.com/welcome-to-the… #cfp #financialcoach #mfc

Healthy finances are sometimes limiting unnecessary purchases, ensuring that investments are managed properly, or that you're paying for appropriate amounts of insurance, and periodically reviewing for new concerns. Unbiased planning by a CFP®: myfinancialcoach.com

Enjoy a personalized year-round experience by working with Anbu and John, who make up our tax team! They have solutions tailored to your specific needs: Get concierge planning for tax situations beyond a simple w-2. myfinancialcoach.com/mfc-tax-prepar…

Screenshot for later! These are just a few items stored in a financial folder. The new year is here, have you checked if everything is up to date? Download the complete guide here: myfinancialcoach.com/portfolio/guid…

Happy New Year!🥳 🎆 🎉 New year, smarter taxes—start now, not in April. Not sure where to start? Read more about what questions you should be asking here: myfinancialcoach.com/do-i-have-the-…

Wishing everyone a happy holiday season enjoyed with your family and friends!

New blog written in partnership with @JordanFreyMD: - Common Mistakes Doctors Make With Money - The Surprising Tax Burden in Retirement and more! prudentplasticsurgeon.com/tax-plan-your-…

How are premarital assets acquired before marriage treated in divorce? 🤔 myfinancialcoach.com/portfolio/heal… #prenup #prenupcoach

How long before the wedding should a prenup be signed? We discuss this and more common questions in our latest video: myfinancialcoach.com/portfolio/heal… #kaylindillon #theprenupcoach #mfc

Does the location of where you get divorced matter when you have a prenup? myfinancialcoach.com/portfolio/heal… #prenup #prenupcoach #kaylindillon

This article continues our series on treating your financial health the same way you approach physical health. Learn how to spot early financial distress and take steps to course-correct before bigger problems emerge. Read article 👇 hubs.la/Q03Xr_Xs0

New year, new tax situation. Check out our updated IRS Tax Updates Pocket Guide for 2026. See an overview of new changes and plan accordingly. myfinancialcoach.com/portfolio/2026… #taxyear #mfc #irs #newyear

See the difference in this Psychiatrist's practice before and after a bookkeeper -- business deductible amounts increased significantly without any other changes! Full webinar replay here: youtu.be/A16G1Tgyus8 #mfc #bookkeeping #medical #healthcare #mentalhealth

Why did My Financial Coach implement a bookkeeping service anyway? Learn about how $16,000 in deductions, tax savings and corrective write offs were discovered thanks to working with a bookkeeper. Watch replay: youtu.be/A16G1Tgyus8 #taxes #bookkeeping #businessowner

Health and Medical Related services were the top industry in need of a bookkeeper: protect yourself against possible audits - discover opportunities for deductions previously overlooked. Watch: youtu.be/A16G1Tgyus8 #physician #practice #medical #doctor #practiceowner