Personal financial guides, built from your answers
Tell us your goal and general situation, and our AI drafts a guide tailored to you. Before anything is delivered, a person reviews it. Each guide is educational and is not personalized financial advice. Choose a topic below to get started.
How it works
Start with a topic. Choose the area that matters most to you. On the next page you can pick one of two options:
Choose a premade guide. Our ready-made guides cover common situations in detail. Every guide is the same for every reader, so you can read it right away.
Build a personal guide. Answer a few questions about your goal and situation. AI drafts a guide from your answers, and a person reviews it before it’s sent to you.
Answer a few questions
Tell us your goal and your general situation. You can use ranges.
We generate your guide
AI drafts a guide from your answers, and a person reviews it before it’s sent.
Receive and use it
You get a secure link by email and can read the guide at your own pace.
Choose your Guide Category
Pick the topic closest to your situation. On the next page, you can choose a premade guide or build a personal one.
Frequently Asked Questions
What does “AI-personalized” mean?
Our guides are drafted by AI using the answers you provide about your goal and situation. A person reviews each draft before it’s delivered to you. The guide is written for your answers, not generic advice for everyone.
What’s the difference between a premade guide and a personal guide?
A premade guide is written in advance for a specific situation and is the same for every reader. A personal guide is drafted by AI from the answers you give about your goal and situation, then reviewed by a person before it’s sent to you. Choose the option that fits how much you want your guide tailored.
Who reviews the guides before I receive them?
Every guide is checked by a qualified reviewer before delivery. The reviewer confirms that the guide matches your answers, avoids naming specific products, and flags any situation that needs a licensed professional. [Add the reviewer’s name and credentials here once confirmed.]
How long does it take to get my guide?
A premade guide is written in advance for a specific situation and is the same for every reader. A personal guide is drafted by AI from the answers you give about your goal and situation, then reviewed by a person before it’s sent to you. Choose the option that fits how much you want your guide tailored.
Is this personalized financial advice?
No. Our guides are educational. They explain concepts and common approaches but don’t tell you what you must do. For decisions involving taxes, legal matters, debt collection, or large financial commitments, talk to a licensed professional.
What’s the difference between a premade guide and a personal guide?
What information do you collect, and what happens to it?
We collect the answers you enter on the intake form, plus your email address for delivery. We don’t ask for account numbers, Social Security numbers, or passwords. We use your answers only to create your guide and keep them for [retention period, for example 90 days] before deleting them. You can ask us to delete your data at any time by contacting [support email]. See our Privacy Policy for details.