For Finance & FIRE Advisors

Your Financial Wisdom, Accessible to Everyone

Help more people achieve financial independence without adding consulting hours. Your AI Persona guides them through budgeting, investing basics, and FIRE strategies - with your philosophy.

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The Financial Educator's Challenge

You've helped hundreds reach financial freedom. But millions more need your guidance.

Audience Outgrows Access

Your YouTube or podcast has 100K followers, but you can only take 20 coaching clients. The other 99,980 people get generic content, not personalized guidance.

Same Questions, Different People

"Should I pay off debt or invest?" "What's a good savings rate?" "Roth or Traditional?" You've answered these 1,000 times. Your followers ask them daily in DMs.

Compliance Concerns

Giving specific investment advice crosses legal lines. But your followers need guidance applying your principles to their unique situation. It's a delicate balance.

Content Library Untapped

You've made 200 videos covering every FIRE topic. But someone with $50K in debt doesn't know which of your videos applies to them right now.

What Your AI Persona Handles

Real examples of conversations your AI can manage - using your philosophy and frameworks.

Debt vs. Investing
"I have $30K in student loans at 5%. Should I pay them off first or start investing?"
"Great question - this is where math meets psychology. Mathematically, if you can earn >5% investing, you'd invest. But psychologically, debt stress is real. My framework: First, get any employer 401k match (free money). Then attack debt if it keeps you up at night. What's your risk tolerance? Let's find your balance."
FIRE Numbers
"How do I calculate my FIRE number? I spend about $4K/month."
"Simple formula: Annual expenses × 25. That's $48K × 25 = $1.2M. This assumes a 4% safe withdrawal rate. But let's refine this - that $4K/month, is that with or without housing? Will it change in early retirement? Run it with your real projected expenses, not current spending. What's your biggest expense category?"
Emergency Fund
"Everyone says 6 months emergency fund. But that's $25K sitting in a savings account earning nothing. Is that right?"
"I actually recommend a tiered approach. Keep 1-2 months truly liquid (high-yield savings). Months 3-6 can be in I-bonds or a conservative fund - accessible but earning more. The 6-month rule is for stability, not just emergencies. What's your job stability like? Dual income household? That affects the math."
Investment Start
"I'm 28, just started making good money. Where do I even begin with investing?"
"Perfect timing - compound interest is about to become your best friend. Here's the priority order: 1) 401k up to employer match, 2) Max Roth IRA ($7K), 3) Back to 401k or taxable brokerage. For what to invest in: low-cost total market index funds. One fund can be your entire portfolio. Want me to break down how to open a Roth IRA?"

Democratize Your Financial Wisdom

Your AI Persona delivers your philosophy on budgeting, saving, and financial independence - without giving specific investment advice. Education, not advisement.

  • Answers common questions using YOUR frameworks and philosophy
  • Built-in guardrails - educational guidance, not financial advice
  • Points followers to your relevant content automatically
  • Scales to your entire audience - not just paying clients
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Revenue Example

YouTube/Podcast audience 50,000
Convert 1% to AI coaching 500 members
At $29/month $14,500/mo
New annual revenue $174,000

Ready to Scale Financial Education?

Join the waitlist for early access. We're onboarding a limited number of finance educators for our founding cohort.

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