Turn your expertise into an always-on financial planner that helps your audience grow — and pays you every month.
Skip the one-off sales. Launch a free, branded AI Financial Planner that helps your audience prosper — and earns you 50% recurring revenue.
Your AI Planner works alongside your coaching, templates, and affiliate tools — giving your audience support between sessions, without competing with your existing business.
Your AI Planner delivers guidance in your voice — and gives you insights into what your audience needs, so you can create smarter, more relevant content.
Use our template or create your own—easy to customize and ready to share.
We turn your expertise and content into a branded AI Financial Planner—built for you, styled to your voice, and ready to help your audience on day one.
Connect accounts via Plaid to auto-fill financial data. The chatbot walks users through setup and instantly generates personalized plans and smart recommendations.
Send check-ins, alerts, and recommendations automatically. Keep users on track and open doors to services like credit repair or debt payoff—no manual effort required.
Recommend the right product or service based on each user’s unique financial situation—like debt payoff, savings, or credit improvement.
Get real-time visibility into goals and struggles. Use that data to tailor your content, offer better support, and strengthen audience relationships.
You'll Get:
✅ A shareable AI Planner inside Google Sheets
✅ Recurring income from user subscriptions
✅ Integration with your existing offers
✅ Insights to grow engagement and your following