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Your Financial Steward
Not a tool you operate.
A partner you collaborate with.
A New Kind of Conversation
The Steward doesn't ask you to fill out forms. It starts a conversation. It learns by showing you what it sees, asking insightful questions, and helping you discover your own financial values.
It is your personal AI, built to learn who you are, understand your vision, and help you make the thousands of small decisions that build the life you want.
It is a guide, a guardian, and a co-pilot.
I noticed you spent $450 on dining out last month. Looking at your values, you mentioned "Support Local" is important to you. Want to see how much of that went to local vs chain restaurants?
Yes, show me.
Only 15% went to local businesses. I found 3 highly-rated local spots near you that serve similar food. Shifting just half your dining spending would increase your "Support Local" alignment by 40%.
A Relationship Aligned with Your Success
Our partnership is built on trust, not transactions. We don't have hidden fees or sell your data. Our only business is helping you succeed.
Discovery
Free
Forever
An initial, confidential consultation to understand your goals and determine if our partnership is the right fit. No commitment required.
- ✓Connect all your accounts
- ✓Clarity Dashboard & Freedom Number
- ✓Value Discovery session
- ✓Smart Cart Capture
Partnership
Dynamic pricing based on complexity
Ongoing guidance and a dynamic partnership with your personal AI Steward. A flat, transparent fee for a relationship built on trust.
Everything in Discovery, plus:
- ✓Dedicated AI Financial Steward
- ✓24/7 Conversational Access
- ✓Proactive Insights & Guardian Alerts
- ✓Investment Analysis & What-if Simulations
Performance Guarantee
If we don't help you find savings equal to 2x your annual fee in year one, your next year is on us.
Start Your Partnership
Begin with Discovery. Upgrade only when you're ready.