The company provides financial planning and wellness services to employers, physicians, dentists, and individuals, leveraging technology and financial experts. They aim to fill any financial gaps that may have been overlooked by your current advisors. My Financial Coach serves as an unbiased financial planner, not incentivized to offer financial products, and connects clients with top subject matter experts in various fields. With their expertise, clients can expect comprehensive financial planning and leading industry insights, ensuring a trustworthy second opinion.