ai financial advisor

Americans save just 3.5% of their income. 42% of Americans do not have any emergency savings. The Average Credit Card Debt in 2024 was $6329. 27% of Americans Use a Financial advisor. The Median Retirement savings is $87,000 for American Families 

ChatGPT is a powerful AI tool for personal finance. However Planwell's fully personalized AI financial planner and advisor uses its own financial models to ensure accuracy and provides superior data visualization.

Liquid net worth refers to all your assets that are readily convertible to cash minus debt and liabilities such as loans. 

Planwell is a fully automated AI financial planner and advisor that helps individuals and families make financial decisions that are hyper personalized to their goals and lifestyle.

AI financial advice is cost effective & data driven. It can make personalized financial planning accessible to young adults, families and professionals.