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Financial Planning: Get the advice you need, when you need it.

Maximize your life. Minimize your stress.

Financial worries are the leading cause of stress yet 97% of people do not have a financial plan. Our financial plans are customized to you and your financial circumstances. Completely automated. Connect to a person, but only if you want to. Get more detail, if you need it. Update as often as you like.

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“It gives me a positive direction in written form.”

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Fast. Free. Anonymous. 2 to 5 minutes.

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Explore our financial planning process

Meet Ana, your guide. Through Artificial Intelligence, Ana takes the stress, emotion, bias, and expense out of financial planning. Life is full of choices. Let Ana help you choose wisely.

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Set your goals

Protect from bad things

Prepare for the future

Enjoy the journey

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Manage major life events
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Financial planning, the way it should be

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