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Helping you call the right financial plays!

Our Approach

Transparency

Everything from pricing to performance is laid out in plain English. If you don’t understand something completely, we haven’t done our job!

Value

We want to build a long-term relationship with you. It starts with a commitment to doing everything we can to make our services affordable and valuable.

Accountability

iIn addition to coaching and motivating you, a relationship should involve holding each other accountable to achieving success!

Custom Advice

Advice should be personalized just for you. In addition to planning for your needs, we want to help you achieve your financial dreams! Our first meeting is all about getting to know the things in life that matter most to you.

Communication & Technology

However you prefer to communicate, we are committed to making things personal and easy.

We bring you technology that helps simplify your financial life and make things easy to manage.

Comprehensive

We want you to understand the many things involved that help make your goals a reality.

Who we are?

My Money Coach

Helping the next generation confidently achieve their financial goals is what My Money Coach is all about!

I’m Mike Ross, CFP®, and after years of serving some of America’s wealthiest families I wanted to bring affordable, quality financial advice to those who need it most.

While so many advisors cater only to those with significant wealth, your ability to become wealthy in the future is heavily dependent on the steps you take today. As a personal financial coach, I partner with each client to help motivate, encourage, and plan for a better financial future.

Whether you are just starting your first “real” job, getting ready to start a family, or just need a trusted advisor whose only goal is to help you reach yours, My Money Coach is here to help you call the right financial plays!

Wisdom from the greats!

Rules to live by

Do not save what is left after spending, but spend what is left after saving.

Warren Buffet

Someone’s sitting in the shade today because someone planted a tree a long time ago.

Warren Buffet

Perfection is not attainable. But if we chase perfection, we can catch excellence

Vince Lombardi

We would accomplish many more things if we did not think of them as impossible.

Vince Lombardi