Paid guide

Fire Your
Financial Advisor

Your whole money plan, run by AI.

Saving order, debt math, tax-smart investing, and a stress-tested retirement projection: the plan advisors charge 1% a year for, built and understood by you.

Who it is for

Anyone paying an advisor 1% a year, or flying with no plan at all.

Level: Intermediate 15 to 18 pages Tested prompts Worked example inside
What you get out of it

Two ways this pays you back

What you build

The plan itself

Where each dollar goes and in what order: emergency fund, employer match, debt, tax-advantaged accounts, taxable.

Why it holds up

Stress-tested

Not one rosy projection, but the bad-decade version too:

1%/yr
the fee you keep
1 hr
to a working plan
3
scenarios stress-tested

What's inside, part by part

01
The saving order. The waterfall that settles where money goes first, with the reasoning.
02
Debt math. Avalanche vs snowball with your real numbers, not vibes.
03
Tax-smart investing. Which account each asset belongs in and why.
04
The retirement projection. Monte-carlo style stress tests: good decade, bad decade, average.
05
The annual review ritual. One hour a year keeps the plan current.
What you get

The full premium guide: the complete planning conversation as tested prompts, the worked example with real numbers, and the review checklist. Estimates and education, not licensed financial advice.

What you need

Your real numbers and an hour. AI does the math; the decisions stay yours.

The tools it uses

Claude or ChatGPTA spreadsheetYour accounts

01The files are yours

A download you keep, not a login and not a subscription.

02The price is the price

Set by hand. No fake "usually $99," no countdown timers.

0314-day refund

If it does not work as described, email me within 14 days and I will refund it.

Vault weekly

One email a week. The best AI finds.

Every free guide comes with it, and it is where new systems land first. Join once, keep the free shelf forever.

the haiko vault · built by @haiko