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A 56 year old's retirement plan lives in seven documents the AI keeps current

Over a month he uploaded his investment statements and 24 months of budget data from Monarch Money, and the AI built a full retirement plan and retirement budget. It keeps seven documents up to date in one folder, with action items in priority order. When his financial planner delivers his own plan in December, he plans to feed it in and have the AI compare the two.

How it works

  1. Statements and budget history uploaded
  2. The AI builds the retirement plan and budget
  3. Action items set in priority order
  4. Seven plan documents updated as things change
  5. Comparison with his planner's plan planned for December

Why it’s worth knowing

He is not replacing his planner. He is building the second opinion first, so the paid plan gets checked instead of just accepted.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

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