Giving people confidence in their financial future

We are helping people create and implement financial plans that everyone can understand.

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You can do this

Giving you control

We provide simple metrics, strategies, and tips to help you manage or improve your pace.

You deserve a plan

Don’t go through life haphazardly. We will map it out for you.

We Believe

Complicated answers drive me nuts

We provide direct, concrete steps and strategies, explained so everyone can understand.

Most people don’t have a background in finance

We partner with ChatGPT to turn a financial plan into a story... it should be like having a conversation with a trusted advisor.

Advice doesn’t have to be expensive

All of our plans are under $100. We believe you will get much more than your money’s worth.

Custom-made by our very own

With over 20 years of industry experience, CERTIFIED FINANCIAL PLANNER Randy Kurtz has taken a system developed for high net-worth individuals, and partnered with ChatGPT and advance text-to-speech technology to democratize financial planning. Randy's strength has been making complex financial plans easily understandable. Randy believes that everyone should have a plan.

“Let’s make financial planning understandable, and bring that power to everyone.”

Randy Kurtz, CIO

Easy to get started

Our process only takes 10-20 minutes to set up, allowing you to use ballpark estimates where and when you want to.

We deliver your plan immediately, with AI to help explain everything.