Behavioral science-based matching
Clients Love Us
I truly did not understand that there were easy-to-find, hourly project-based financial advisors out there. We were overdue for this kind of check in.
LIZ, INDEPENDENT CONSULTANT, LEARN TO MAKE A PRODUCT
It was my first time talking to a financial planner who was a better fit for me.
If I hadn’t secured my investments the way that he advised me to, I know I would have easily lost tens of thousands of dollars based on historical data.
DAVID, ENTREPRENEUR, COLLEGE ZOOM
As a busy founder running a company, I was blown away by the advisor they curated for me – a former CPA who not only specializes in tech clients but also has work experience at a startup and understands the investor perspective. Completely exceeded my requirements and expectations.
JAMES, CEO & FOUNDER, JOBSCAN
The advisors at my bank talked about country clubs and buying a 2nd home — we’re talking about building our businesses and enjoying our family.
My Financial Counsel helped me discover a whole world of independent advisors who want to work with us and share our values. It was a breath of fresh air to speak to advisors I could relate to.
MARYAM, INDEPENDENT CONSULTANT, MOREFUL.LY
A partnership with MFC is a two-way street. Sign up for a quick introductory phone call, so you can learn more about us and we can get to know you.
We pride ourselves on quality matches. Our onboarding process includes an in-depth survey and interview, ensuring our proprietary algorithm pairs you with the best possible clients.
Let us handle the rest. We do the qualifying, matching, nurturing, and directing of client leads to your scheduling page.
High Standards Are Our Standard
We primarily work with members of these top-tier organizations to ensure the highest quality.
Christine Su, CEO & Founder
Before starting My Financial Counsel, I worked at a major commercial bank and fintech startup. Despite my 10 years of experience in the financial sector, I ran into all kinds of challenges when searching for a personal financial advisor who had my best interests at heart.
That’s why I created My Financial Counsel — to help people find high-quality advisors who aren’t trying to upsell products or live off sales commissions. At MFC, we will only match you with clients whose needs will be served by your strengths. No hidden agendas necessary.