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AI removes the bias in traditional planning and creates tailored financial education based on your answers.

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We help families move from financial fear to financial freedom.


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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

"Step-by-step plan of attack."

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Why do you need a financial plan?

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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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Why your financial plan is free

Firms bid to present products, solutions, or advice to you. But, we get it: you want good options, not spam. That's why a maximum of three firms will reach out to you. Three allows you to learn and compare. With email, you are in complete control, receiving follow-ups and details tailored to your needs. No unwanted calls or texts; it's easy to opt out. Please note that any solution presented is not vetted or endorsed by us.

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