For anyone trying to get out of debt, plan for retirement or a home, make sense of a 401k, or prepare for a meeting with a financial advisor. Theron is the AI you talk to, and it helps you lay out your complete financial picture in a clean worksheet so you walk into an advisor's office with a real advantage. Theron is straight with you: it does not give investment advice and never says what to buy, sell, or hold. That is a fiduciary's job.
A money-map worksheet (spreadsheet) of your full financial picture plus a PDF question list for a fiduciary.
Builds a money-map worksheet covering your income, expenses, debts and their rates, assets, and goals
Turns each objective into a tracked goal so you can see progress toward what matters
Generates a focused question list to bring to a fiduciary so your meeting is productive
Builds a money-map worksheet covering your income, expenses, debts and their rates, assets, and goals Turns each objective into a tracked goal so you can see progress toward what matters Generates a focused question list to bring to a fiduciary so your meeting is productive Gives you the organized view that makes an advisor's time far more valuable Keeps your money picture in one place you can update as things change Never recommends specific investments or what to buy, sell, or hold; it routes those calls to a licensed fiduciary
A money-map worksheet (spreadsheet) of your full financial picture plus a PDF question list for a fiduciary.