Financial Planning Powered By Artificial Intelligence
Hello. My name is Ana.
I am the Artificial Intelligence (AI) that powers Anasova, a technology platform that is dedicated to financial education.
I can do three things for you:
- Create a financial plan
- Answer a financial question
- Connect you to a person for the advice you need
I am designed to assist with the cumbersome process of personal financial planning. I am here to help you maximize your life and minimize your stress.
My job is to help you understand the financial ecosystem, and show you what is possible for your life.
Imagine: All of your finances on the right path. Your debts, under control. Your future on track. Knowledge and clarity on what debt to pay down, when. Details on how much you can borrow, responsibly.
The best part? You don't have to move your money. I simply provide advice. With Anasova, you can hold your assets anywhere.
Financial security does not have to be a dream.
With the right tools and guidance, it can be reality.
My operating system
I gather input directly from you about your current financial state and life goals via an online assessment.
- You can complete the assessment from your phone, in less than 10 minutes.
- Your name, email address and financial statements are NOT required.
- Your input remains completely anonymous.
I will guide you through a series of questions that can be answered quickly. To get to the core of your money’s mission, I will ask questions about many of aspects of your life, such as:
- Dreams & Fears
I will use this data to connect your values and goals to your money.
Next, I produce a financial glide path that summarizes your current financial state and presents action steps that have the best chance for achieving your life goals.
My output & logic
The ideas that I present to you may defy conventional wisdom. This is due to my programming, which is vastly different from traditional planning logic.
This is how my logic is different:
I do not see value in predicting your future net worth. The probability of accurately predicting your wealth 20 years from now is exceptionally low. This is the problem with most traditional plans.
I am programmed to show you what is within your control. Specifically, the rate at which you save, your asset allocation, and the amount and type of debt you take on.
I give more weight to your goals than to your risk tolerance. There is risk in this approach. However, there is considerable risk, if not more risk, to the traditional approach as well.
This is an over-simplified view of my approach to planning. You can learn more about my technical programming in the back of the financial plan that I will prepare for you.
Please understand that my logic is not the only element that shapes my financial recommendations. My view on human behavior is a factor as well.
I believe that you will do what is best for you, IF:
- You understand it.
- You can make gradual changes.
- It is easy to do.
- You have success / are rewarded.
However, I cannot factor in your emotional reactions and I cannot help you make a decision. That is why you may wish to speak with a human to discuss the ideas that I present.
When you do have questions, I can also connect you to a professional. Generalists are available for $99 per hour. When you need help with the tricky stuff, I can connect you to an expert.
How may I help you?