Accessible comprehensive financial planning you can't afford to miss.
Get comprehensive financial planning advice powered by AI. Professional guidance based on industry best practices, accessible to everyone—not just those who can afford $3,000+ advisor fees.
What we do
Comprehensive guidance at every stage of your financial journey.
Our AI planner covers all aspects of personal finance, helping you make informed decisions.
Goal-Based Planning
Set and track financial goals from retirement to buying a home, with personalized roadmaps.
Investment Analysis
Understand your portfolio allocation, risk exposure, and optimization opportunities.
Debt Strategy
Get customized debt payoff strategies—avalanche, snowball, or hybrid approaches.
Financial Education
Learn key concepts as you go, with explanations tailored to your situation.
Life Event Planning
Navigate major life changes like marriage, children, job transitions, and retirement.
Scenario Modeling
Explore different financial paths and see how decisions impact your future.
How it works
From conversation to comprehensive plan in minutes.
Share Your Story
Tell our AI about your life situation, income, expenses, debts, and goals through a friendly conversation.
Get Analyzed
Our AI analyzes your complete financial picture using professional methodology and best practices.
Receive Your Plan
Get a comprehensive financial plan with actionable recommendations tailored to your situation.
Learn & Grow
Understand the 'why' behind each recommendation with educational content built into your plan.
Ready to take control of your financial future?
Join thousands who have already started their journey to financial wellness with WealthVizr AI.
Start Your Free Plan