Personal Development Coach
Your AI assistant for learning & growth. Choose a mode, complete the questionnaire, then generate tailored documents.
Generated Coaching Documents
Use the carousel to generate documents, or use the export options for bulk actions. Educational purposes only.
Personal Financial Action Plan
A comprehensive, step-by-step plan to improve your finances.
Click "Generate" to create the Personal Financial Action Plan.
Risk & Estate Checklist
A personalized checklist for your insurance and estate documents.
Click "Generate" to create the Risk & Estate Checklist.
Snapshot for a Pro (CFP/CPA)
A clean summary of your financial data for your advisor.
Click "Generate" to create the Snapshot for a Pro (CFP/CPA).
Full-Time Income Summary
Generates a simulated W-2 and 1040 summary.
Click "Generate" to create the Full-Time Income Summary.
Contract Income Summary
Generates a simulated 1099-NEC and 1040 summary.
Click "Generate" to create the Contract Income Summary.
Coach Chat
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This is for informational purposes only and does not constitute financial, medical, or legal advice. Consult with a qualified professional.