What Your Clients Get
The Change They've Been Looking For
Personalized nudges based on their beliefs compared to their behaviors
Undivided Attention
A sense that you “get them” without constant meetings
24/7 Access
A branded behavioral-finance app providing finances at their fingertips
Plans & Pricing

10% Partner Savings
Only pay for the clients you actively enroll.
No commitments, no minimums. Perfect for flexible firms who want to scale at their own pace.
*All pricing options are reserved for verified financial professionals and firms. Whether you absorb the cost or pass it through to your clients, MyFinAP Partner Pricing helps you deliver high-value insight at a fraction of the public rate.
What You Gain
Higher Acquisition + Retention
Deeper insight into financial beliefs and behaviors without interviews - increasing perceived + actual value
More Impact. More Income.
Enhances or established a new advisory tier that provides better results, justifying higher rates
Market Differentiation
A unique, yet proven offering that stands out from traditional finance professionals
Knowing your clients
is your business.
You build plans, budgets, financial statements, etc...
But how much do you really know about how your clients behave?
MyFinAP gives you a behavioral finance layer with automated insights based on actual spending and habits - so you can advise smarter, retain longer, and charge higher.
We don’t replace your work.
We amplify your impact.
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