Stop Being Treated Like a Risk Score
Traditional wealth managers ask 50 questions to figure out how to profit from you. We ask one: What do you want your money to do for you?
The Old Way
2-Hour Interrogation
"What's your risk tolerance?" and 49 other questions
Hidden Fees Everywhere
1-2% annual fees plus commissions you'll never see
Product Push
"Have you considered annuities?" (They pay us well)
Annual Check-ins
See you next year (unless we have something to sell)
$250K Minimums
Not wealthy enough? Sorry, not interested
The MFP Way
2-Minute Setup
Connect your accounts and start seeing insights instantly
Transparent $19/month
One simple price. Cancel anytime. No surprises
Goals-First Planning
"Buy that cabin" not "What's your risk tolerance?"
24/7 Real-Time Insights
Your money doesn't sleep, neither does your advisor
For Everyone
No minimums. Built for real people with real dreams
The Questions That Reveal Everything
What They Ask
"What's your risk tolerance?"
"How much can you invest?"
"Interested in our products?"
"Are you an accredited investor?"
What We Ask
"What are your dreams?"
"What keeps you up at night?"
"What would financial freedom mean?"
"What matters most to you?"
Real Advice, Real Difference
Traditional Advisor Says:
"Let's get you into our real estate fund with a 2% load fee."
MFP Shows:
"Pay off your 6.5% car loan first. You'll save $3,200 and can buy that rental property sooner."
Traditional Advisor Says:
"You need more aggressive growth. Try our emerging markets fund."
MFP Shows:
"Your emergency fund is too low. Build that first, then we'll optimize your investments."
Traditional Advisor Says:
"Based on your risk profile, here's your 60/40 portfolio."
MFP Shows:
"Want to retire at 55? Here's exactly how to make it happen with your current situation."
Join 10,000+ Who've Made the Switch
Stop being a commission opportunity. Start being empowered.
92%
Save money on fees in year one
3.2x
More likely to reach financial goals
4.8/5
Average user satisfaction
Ready for Financial Planning That Actually Works?
No questionnaires. No sales pitches. Just clear, personalized guidance for your unique journey.
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