My Financial Coach
@MFC_Planning
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We are CFP® professionals with secure online tools and account aggregation platform
Phoenix, AZ
Joined October 2018
Individuals providing contract labor understand that mismatches between payroll records and the 1099 log can lead to IRS notices or disputes with contractors. Make tax season stress free by working with our bookkeeper: https://t.co/t27yMqEudi
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Thank you to @JordanFreyMD for the opportunity to do the recent webinar: an in-depth exploration of strategies designed to financially empower healthcare leaders through tax planning. The webinar replay is now available here: https://t.co/hraR9wK2nt
myfinancialcoach.com
Learn how to tax plan and maximize retirement contributions using options like 401(k), 403(b), 457(b), and non-qualified deferred compensation. Gain proactive strategies to secure your financial...
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We welcome back Chris Pfanstiel from @AxiasWealth to the podcast and ask him about updates surrounding student loans, repayment methods and other general strategies that can help students: https://t.co/2ZtEWtWqW4
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Live in Phoenix and have 3 years of work experience with tax filing? Ask about our "Tax Planning Associate" role. If you are familiar with the Holistiplan Tax Planning Software, and have a PTIN Number -- you're already ahead of the game! https://t.co/KS50tncGvG
myfinancialcoach.com
Do you have your CFP Certification? Are you a skilled financial planner? WE WANT YOU! Find out the benefits of working for my financial coach.
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Among the top most common needs uncovered through financial planning was Bookkeeping. We are excited to announce an expansion of our services! Read More: https://t.co/jvfesaEKg6
#bookkeeping
myfinancialcoach.com
If you have any questions about our tax planning or bookkeeping, or would like to get started with financial planning to see if financial planning may be of interest for you,
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We've joined with @AmCollSurgeons as part of efforts to bring financial literacy and wellness into the medical professional space. Read more: https://t.co/q6H8EDyirS
myfinancialcoach.com
As part of our efforts to bring financial literacy and wellness into the surgeon and medical professional space, My Financial Coach (MFC) has joined with the American College of Surgeons to offer...
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New episode on the way very soon! Enpo discusses the recent legislative changes with student loan expert, Chris Pfanstiel. https://t.co/hKFrSaV5HS or https://t.co/1FtXqnS6ms
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Studies show it's not uncommon for finances to be a distraction at work. Periodically doing a financial "wellness check" can lead to better patient care and reaching personal milestones -- you just need the right strategies. #Wealthcare #FinancialWellness
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Match every payroll run to what actually hit the retirement plan. Fixing mismatches now beats discovering shortfalls in December when it's costly to correct. Learn more: https://t.co/t27yMqEudi
#bookkeeping #accounting #mfc
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If you are someone with a lot of debt, does that eliminate your ability to buy a home? Shay Novak is an expert on mortgages, hear what he has to say about this in the full episode on MFC-Live!: https://t.co/AiUTqKYdkW
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Buying your first home after medical school? Shay Novak, our expert on real estate and home loans from Lendevity, explains the qualifications needed for a mortgage and so much more: https://t.co/AiUTqKYdkW
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Catch our latest webinar - Thank you to the ACS for this opportunity to share tax saving strategies and student loan solutions with their residents and associate fellows. https://t.co/IQ6cEZrwCt
#surgeons #taxstrategies #studentloans
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Get ahead of Q3 by having your books in order! MFC is very proud to announce our new Bookkeeping Services. If you frequently find yourself either over or underpaying, let us fine tune that right amount: https://t.co/t27yMqEudi
#bookkeeping
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Join us on Thursday to meet ACS partner @MFC_Planning and learn how to make the most of your earnings as a new surgeon. Register now:
myfinancialcoach.com
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Dr. Mike Woo-Ming interviews Enpo Tu to discuss how physicians can avoid common financial missteps while building long-term wealth on the BootstrapMD podcast. Listen Now: https://t.co/J2vQksLB8e
#bootstrapmd #physicianpodcast
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We are so thankful for the opportunity from @eMoneyAdvisor to share this case study on how we are able to help our clients with tax mitigation and comprehensive financial planning through use of modeling and forecasting capabilities. See more: https://t.co/Bh2K4hRF1Z
emoneyadvisor.com
My Financial Coach provides high-net-worth individuals with comprehensive financial planning and complex tax planning support using eMoney.
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Are you a 1099 independent contractor physician? You might be missing out on tax savings, better strategies, and retirement options. This new blog covers what to know: https://t.co/4sZHuRXhqn
myfinancialcoach.com
Being offered a position as a 1099 independent contractor can be exciting but also overwhelming, especially when it comes to the actual mechanics of “being your own boss”. You can no longer be upset...
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Shay Novak returns to MFC-Live! to discuss buying a first home as a physician: - Financial Strategies to Qualify - After You Buy the House, What Curve Balls Should You Prepare to Face? - The Differences of Buying a Home as a Healthcare Professional https://t.co/Dr7dGjChxD
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