My Financial Coach - MFC
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CFP® Professionals
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09/30/2026
We've just returned from the American College of Surgeons Clinical Congress event held in Washington, D.C.
We had an excellent time and were very pleased to be joined by Dr. Jordan Frey from The Prudent Plastic Surgeon!
09/21/2026
We've just returned from the ApolloMD Leadership Conference in Atlanta, Georgia, and were especially proud to sponsor the Awards Dinner. It was a wonderful opportunity to connect with and celebrate the accomplishments of so many inspiring leaders across the medical field, and hear about the important work being done to support these individuals and their teams.
We are grateful to have been part of such a meaningful event and look forward to staying connected!
https://myfinancialcoach.com/apollomd/
08/14/2026
Our tax team is growing, and we're in need of your help!
Your role will be to make sure that we are crossing our T’s and dotting our I’s from 1040s to K1s, as well as filing and review of all MFC client tax returns. You'll also answer emails and inquiries from clients based on any concerns arising from the client tax filing situations.
This role is meant to lead to a full-time role and eventual leadership.
Qualifications:
3+ years of work experience with Tax Forms
2 years of experience with CCH: ProSystemFX Tax Software
Ability to commute to Phoenix Office once a week
Basic computer skills with a laptop
Experience with filing business tax returns as well as personal tax returns
Experience with itemized deductions
Preferred:
5 + years of experience with CCH: ProSystemFX Tax Software
CPA designation or EA designation
Multi-state return experience
Experience using or reading Holistiplan software
Experience with Google Workspace Software
Interested?
Apply Here:
https://myfinancialcoach.com/careers-tax-preparer/
Wealth isn't built through sacrifice alone. It's built by understanding how today's decisions affect your financial future -- even when it may initially seem unrelated to something like taxes.
For high-income earners, a proactive tax strategy in place can make a substantial difference in savings come April.
See Full Video:
https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/
Where has this year gone? Time passes quickly and sometimes taxes just take a back seat -- but if you aren't planning year-round, you might end up paying more than you need to come April.
Our tax team is here to support you, provide useful strategies and keep your tax situation organized so you can focus on the rest of your year worry free.
See Full Video:
https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/
Most preparers focus on filing your taxes correctly, but only doing this can leave you paying much more than you need to.
We help you build a lifelong tax strategy. When coordinated with our financial planning, our tax team will work with you to determine the most optimized ways to save more and grow your wealth across your whole financial picture.
Full Video Explains Our Structure in More Detail:
https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/
Screenshot for later - or download our handy guide where we break this down into more detail:
https://myfinancialcoach.com/portfolio/guide-to-creating-your-estate-planning-folder/
The first five years of your medical career are crucial for establishing your financial foundation - the full webinar originally presented by Melynda Rodgers to the women studying at the American College of Surgeons is now available for replay:
https://myfinancialcoach.com/portfolio/financial-foundations-for-early-career-women-surgeons/
The transition from training to practice brings tremendous earning potential when you work in the medical industry—but also significant financial decisions and pressures to “catch up” on lifestyle goals. This webinar by Melynda Rodgers, originally presented to women studying at the American College of Surgeons, explores how you can use your first five years of practice to build a strong financial foundation that creates choice and flexibility throughout your career.
Watch the full webinar:
https://myfinancialcoach.com/portfolio/financial-foundations-for-early-career-women-surgeons/
Melynda Rodgers, CFPⓇ, ChSNCⓇ, CLUⓇ discusses the importance of understanding how your salary structure can affect your overall financial picture as a medical professional, she shares her experiences with real clients and more.
Watch the full webinar:
https://myfinancialcoach.com/portfolio/financial-foundations-for-early-career-women-surgeons/
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4745 N. 7th Street Ste. 235
Phoenix, AZ
85014
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