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AI removes the bias in traditional planning and creates tailored financial education based on your answers. There are no ads inside your plan.

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A maximum of three firms will email you. You are in complete control. Get the follow up you want, and none of what you don't. Bonus: get $20 for completing your plan and starting to save toward any goal.*

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This is the best financial advice I've ever gotten. I get extreme anxiety when I talk about any problem that I have, especially money. I would also be embarrassed to have my situation scrutinized by somebody else. I feel like I have a solid starting point and good direction. - Sylvia

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Why do you need a financial plan?

Change your mindset

Move from a mentality of scarcity to abundance

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A plan with no ads has one goal: unbiased guidance. Know where you stand. See data from your peers.

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Discover a path to living a more prosperous, generous, joy-filled life.

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Why your plan is free: Firms bid to present products, solutions, or advice to you, with a limit of three firms to ensure quality over spam. This allows you to compare options. Communication is via email, giving you full control to receive follow-ups and details tailored to your needs, with easy opt-out options. Note, we don't vet or endorse any solutions presented. At the end of your plan, you'll get offers. For example, start saving toward any goal and get $20. See terms and details inside your plan.*

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Discover a new way to improve your financial life with money-saving offers and a maximum of three solutions coming to you. You are in complete control.

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