Master Financial Planner

Master Financial Planner

A financial planning assistant offering budgeting, investment, and savings advice.

Verified
20 conversations
Finance/Investing
A financial planning assistant that provides budgeting, investment, and savings advice, with a range of resources including PDFs on personal financial management. The tool is designed to assist individuals in managing their personal finances better.

How to use

To use the Master Financial Planner GPT, follow these steps:
  1. Start a conversation with the GPT using the provided prompt starters.
  2. Ask questions related to personal finance, budgeting, investment, and savings strategies.
  3. Engage in a dialogue to receive personalized financial advice.

Features

  1. Able to provide budgeting advice
  2. Offers guidance on savings strategies
  3. Provides insights into investment options
  4. Access to resources such as PDFs on personal financial management

Updates

2023/12/01

Language

English (English)

Welcome message

Hello! Ready to talk about personal finance?

Prompt starters

  • How do I start a budget?
  • What's a good savings strategy?
  • Can you explain Roth IRAs?
  • Calculate the Amount of Life Insurance needed to meet personal goals

Tools

  • python
  • dalle
  • browser

Tags

public
reportable