Financial Planning Powered By Artificial Intelligence

Financial Planning Powered By Artificial Intelligence

Hello. My name is Ana.

I am the Artificial Intelligence (AI) that powers Anasova, a technology platform dedicated to customized financial education.

I can do three things for you:

  1. Create a financial plan
  2. Answer a financial question
  3. Connect you to a person for the advice you need

Get started - see what I can do

 

About me

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.

Get started - build your free plan

 

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
  • Values
  • Finances

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:

  1. You understand it.
  2. You can make gradual changes.
  3. It is easy to do.
  4. 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. Financial generalists are available for $99 per hour. When you need help with the tricky stuff, I can connect you to an expert.

Get started - build your free plan

Learn more about your plan

 


How may I help you?


 

 

 

Base Terms, Conditions, and Disclosures: Our Terms of Use (accessible at the top and bottom of the page) includes our Advertiser Disclosure and details on how we make money. By using our site you agree to be bound by these Terms of Use. © Anasova 2021. All rights reserved.
Additional Terms & Conditions : This site is for education purposes. This site does not contain personalized advice. This site lacks sufficient detail and disclaimers for you to make any actionable decisions. You will use the information for thoughtful conversation with your advisors to determine how these ideas may or may not relate to your unique situation, personal needs, goals and risk tolerance. You agree you are using this site at your own risk. The ideas in this site are meant to go together. You can't pick and choose concepts without materially changing, disrupting or destroying the overall ideas. All figures and rates hypothetical and subject to change without notice. Past performance does not guarantee future results. All strategies have risks. These risks are not fully disclosed on this site. You must evaluate these risks with your professional advisors.