The Delegator — 45–60
30 Minutes. 8 Modules. Your Complete Financial Picture.
Answer a focused questionnaire. The analysis engine handles the rest — retirement projections, Social Security optimization, tax strategy, insurance review, estate overview, and more. No meetings. No scheduling. Just results.
Complete the questionnaire in about 15 minutes. Receive your full 8-module financial analysis.
You've Been Meaning To Do This
- No time for multi-meeting advisor relationships
- Knows they should have a financial analysis but keeps postponing
- Skeptical of paying $2,000+ for a CFP when they just want the numbers
- Wants actionable data, not a sales pitch for AUM management
What Your Analysis Covers
Every analysis includes all 8 modules. Here are the ones most relevant to your situation.
Estate Planning Overview
Document checklists, beneficiary review, CRAT analysis, and wealth transfer strategies. The estate questions you've been putting off, answered.
Tax Strategy
Year-by-year Roth conversion windows, withdrawal sequencing, and RMD projections. Automated tax bracket analysis.
Retirement Readiness
10,000-scenario Monte Carlo simulation. See your projected probability of success without sitting through a 90-minute advisor presentation.
Social Security Optimization
Claiming strategy analysis computed automatically from your earnings history. No manual calculations needed.
“If it's fast and automated, is it actually thorough?”
Speed comes from automation, not shortcuts. The engine runs 10,000 Monte Carlo simulations, models Social Security claiming strategies, projects year-by-year Roth conversion windows, and analyzes insurance coverage gaps. The analysis covers 8 modules — the same scope as a comprehensive CFP engagement, delivered in a fraction of the time.
Busy professionals who value their time
High-income professionals use AI Financial Plan because they want a comprehensive analysis without the scheduling overhead. Fill out the questionnaire during a lunch break, get a detailed 8-module report.
Why Now?
The best time to get a financial analysis was 5 years ago. The second best time is during your next lunch break.
30 Minutes. 8 Modules. Your Complete Financial Picture.
Complete the questionnaire in about 15 minutes. Receive your full 8-module financial analysis.
Get Your Analysis Now — $8930-day money-back guarantee. No credit card required to start.
This analysis is for educational and informational purposes only. It does not constitute investment advice, financial planning advice, or a recommendation to buy or sell any security. AI Financial Plan is not a registered investment adviser, broker-dealer, or financial planner. You should consult with a qualified professional before making financial decisions. Past performance and projected outcomes are not guarantees of future results.