ABOUT US
Hi, Welcome to the Wealthify
Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups.
We believe that financial coaching is not just about numbers; it’s about understanding your personal aspirations, challenges, and dreams.
Amelia Clarke
Do not save what is left after spending, but spend what is left after saving.
~ Warren Buffett
William L. MacDonald is the Founding Partner of many leading organizations in the executive compensation and benefit consulting field, notably Compensation Resources Group, LLC, Merrill Lynch Executive Compensation Group, and Retirement Capital Group, LLC. He also serves as a managing director for market leader Executive Benefit Solutions.
William L. MacDonald
How we work
The Gateway Of Your Financial Freedom
We begin with a complimentary initial consultation to get to know you, understand your financial situation, and identify your goals. This helps us determine how we can best assist you.
Based on our initial consultation, we develop a customized financial plan tailored to your specific needs and objectives. This plan includes strategies for budgeting, saving, debt management, and investing.
We assist you in implementing your financial plan, providing the necessary support and guidance. This includes setting up budgets, initiating investments, and addressing any financial challenges you face.
We conduct regular reviews to monitor your progress and make adjustments as needed. This ensures that your financial plan remains aligned with your goals and adapts to any changes in your life or financial situation.
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