My Financial Coach @MFC_Planning
We are CFP® professionals with secure online tools and account aggregation platform myfinancialcoach.com Phoenix, AZ Joined October 2018-
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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: myfinancialcoach.com/mfc-book-keepi…
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: myfinancialcoach.com/portfolio/tpyw…
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: youtu.be/oT8l6dxaoVs
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! myfinancialcoach.com/careers/
Among the top most common needs uncovered through financial planning was Bookkeeping. We are excited to announce an expansion of our services! Read More: myfinancialcoach.com/expanding-serv… #bookkeeping
We've joined with @AmCollSurgeons as part of efforts to bring financial literacy and wellness into the medical professional space. Read more: myfinancialcoach.com/mfc-partners-w…
New episode on the way very soon! Enpo discusses the recent legislative changes with student loan expert, Chris Pfanstiel. youtube.com/channel/UCiV5r… or open.spotify.com/show/3gUqoQb9v…
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
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: myfinancialcoach.com/mfc-book-keepi… #bookkeeping #accounting #mfc
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!: myfinancialcoach.com/portfolio/my-f…
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: myfinancialcoach.com/portfolio/my-f…
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. youtu.be/bk_rVJNCSww?si… #surgeons #taxstrategies #studentloans
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: myfinancialcoach.com/mfc-book-keepi… #bookkeeping
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/acs-pfftnp/
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: myfinancialcoach.com/portfolio/boot… #bootstrapmd #physicianpodcast
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: emoneyadvisor.com/resources/case…
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: myfinancialcoach.com/maximizing-the…
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 youtu.be/ArGfZn0N5To

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