Here's an Open Secret
Most financial advisors are not required by law to be "fiduciaries". In other words, they are not required to put your best interests above all else. We think that's insane, which is why we only work with the best.
My Financial Counsel only pairs you with advisors who are legally registered as fiduciaries and follow rigorous standards.
It'll only take 5 minutes of your time and your answers are confidential.
You'll receive a curated list with three financial advisors tailored to match your specific needs.
Get free consultations with advisors of your choice and select a plan that works best for you.
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
68% of MFC clients saved on expensive mistakes after a single session (meaning more resources for their businesses and families).
HANDPICKED FOR YOU
LET US DO THE WORK
FORGET THE DATA OVERLOAD
CHOOSE A CUSTOM PLAN
74% of clients we’ve matched had access to a financial advisor but never moved forward – until they used our service.
How We Can Help
Our network of financial advisors do more than investment management, they help you get organized and prepared for whatever your financial goal may be.
PLAN FOR YOUR FUTURE
• Retirement Planning
• College Planning
• Marriage Planning
• Early Retirement Planning
• Child Care Planning
MAXIMIZE YOUR RETURNS
• Investment Selection and Management
• Alternative Investments
• Tax Optimization
• Financial Checkup
• Debt Management
• Real Estate Planning
• Special Needs Planning
MINIMIZE YOUR RISK
• Risk Management
• Emergency Funds Management
• Legacy Planning
• Budget Planning
• Travel / Vacation Planning
• Insurance Planning
GROW YOUR BUSINESS
• Employee Benefits Planning
• Crowd-source Lending
• Small Business Planning
• Rental Income Management
Frequently Asked Questions
High Standards Are Our Standard
We 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'll only match you with fiduciary advisors who you can trust, and who will help you achieve your dreams and goals. No hidden agendas necessary.