Finance Buddy
Your AI assistant for personal finance questions. Complete the questionnaire, then generate tailored reports.
Generated Financial Reports
Use the carousel to generate documents, or use the export options for bulk actions.
Personal Financial Action Plan
A comprehensive, step-by-step plan to improve your finances, including a retirement forecast.
Click "Generate" to create the Personal Financial Action Plan.
Risk & Estate Checklist
A personalized checklist for your insurance coverage and core estate planning documents.
Click "Generate" to create the Risk & Estate Checklist.
Snapshot for a Pro (CFP/CPA)
A clean summary of your financial data, plus key questions to ask 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 for W-2 employment.
Click "Generate" to create the Full-Time Income Summary.
Contract Income Summary
Generates a simulated 1099-NEC and 1040 summary for self-employment.
Click "Generate" to create the Contract Income Summary.