Meet your AI money guides

Zoe

Just starting out

Build a foundation in your first years of earning. Student loans, first paycheck, and habits that set the trajectory.

Marcus

Getting out of debt

Crush debt with a structured plan, zero shame, and a clear path from minimum payments to payoff.

Sophia

Having a baby

Handle the money side of pregnancy, parental leave, and the first year. Insurance, cash flow shock, and what can wait.

Carmen

Raising a family

Run household cash flow with kids in the picture. Tight months, joint decisions, and a plan that fits real life.

Sarah

Saving for a home

Prepare for the biggest purchase of your life. Down payment, credit, pre-approval, and a monthly that actually fits.

Lisa

Fixing my credit

Rebuild your credit score with methodical, myth-busting strategies tied to a goal that matters.

Thomas

Personal CFO

Your default guide for the big picture. Spots what matters and helps you decide what to do next.

Miguel

Working for yourself

Smooth lumpy income, handle quarterly taxes, and build systems that make self-employment sustainable.

Jenna

Starting over

Rebuild your foundation after a divorce, job loss, medical event, or bankruptcy. Triage first, plan second.

Daniel

Approaching retirement

Shift from accumulation to preservation with disciplined, diversified, tax-efficient strategies.