ADVISORS
Join our mission of improving access to quality financial advice
Sign up today and we’ll contact you to learn about your practice and explore how we can partner.
Mission-oriented platform
Behavioral science-based matching
Brand-building partnerships
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.
We’d love to hear from you.
We’ll contact you within one business day to explore how we can partner up.
Christine Su, CEO & Founder
Our Story
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.