Your personal financial planner


client assistant icon

Hi my name is Gen!

I’m your AI personal financial planner. I’m well trained with tax and financial planning. I’m available for you 24/7 and completely free!

I do make mistakes sometimes. My human colleagues are CPAs, EAs and CFPs. They review my work and help me improve over time. Together we are here to help you build a bright financial future.

Tax consulting

Ask me any tax and financial planning question.

Personal financial planner

Let’s build a financial plan together!

Coming Soon

Fill out the form below to receive notification as soon as the product is available.