DIY Personal Finance

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🤫 Bonus: Waitlist members get a free guide on “10 Essential AI Prompts for Personal Finance” delivered straight to their inbox.

Questions? Email us at [email protected]

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🤖 Key Components:

  1. Training Module:
    • 🎓Foundation: “Creating Your AI Finance Companion”
      • Essential AI concepts for finance (no technical background needed)
      • How to write prompts that get accurate financial advice
      • When to trust AI vs. when to seek human expertise
      • Privacy and security best practices
  2. Specialized Training Templates:
    • 🔨Build Your Tools
      • Budgeting Assistant
      • Investment Research
      • Helper Expense Tracking
      • AI Financial Goal Planner
      • Market Analysis Assistant
    • 🚀Advanced Skills
      • Customizing responses for your financial situation
      • Creating templates for recurring tasks
      • Building verification systems
      • Updating your AI as markets change
  3. Why Build Your Own AI Financial Advisor?
    • 🤖Get 24/7 support tailored to YOUR specific financial goals
    • 💵Save thousands on financial advisory fees
    • 🔒Maintain complete privacy over your financial data
    • 🎯Learn exactly what to ask and how to verify AI advice
    • 🛠️Create custom tools for budgeting, investing, and planning
  4. 👨‍🏫Practical Applications
    • Custom market analysis prompts
    • Personal budget optimization
    • Investment research automation
    • Expense categorization
    • Financial goal tracking
    • Tax planning assistance