Find your right path
in financial planning
This isn't a quiz. It's a conversation.
Before we begin…
Dear aspiring financial planner,
I created this tool by training it on dozens of hours of mentorship calls I held in 2025 and 2026.
I love this profession and believe it's the best job there is… if you choose your path wisely.
You're entering this field at a moment unlike any other. AI is changing what it means to be a financial planner — and that creates both real challenges and an extraordinary opportunity for people just starting out. The planners who embrace this shift will have advantages that took previous generations a decade to build.
I built this to help you navigate all of that — and avoid the mistakes I made.
P.S. My handwriting is nowhere near this good in real life :)
About 10 minutes · 18 questions · Personalized report
I've done my best to make sure this tool captures my voice and opinions, but I haven't had a chance to test every possible output. If something feels off, I'd love to hear about it — feedback is always welcome.
And of course: this is mentorship, not financial advice.
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