Wealth Knowledge Base: How to Talk to Your AI Wealth Coach

Ask Anything: Your AI Wealth Coach

This section on your dashboard lets you chat directly with your personal AI Wealth Coach. Ask any money question — big or small — and get clear, personalized answers tailored to your budget, goals, and progress in Hoarding Wealth.

How to Use Your AI Wealth Coach

Get instant guidance whenever you need it — no waiting for appointments or searching forums.

1. Find the AI Wealth Coach module — Look for the chat-style section on your dashboard (usually near the bottom or in the sidebar).
2. Type your question — Click into the text box and ask anything, like "How can I save more this month?" or "Should I pay off debt or invest extra cash?" or "What's my best next step toward buying a house?"
3. Hit Send — Press Enter or click the send button. Your AI Coach responds right away with practical advice based on your actual financial data.
4. Keep the conversation going — Reply to ask follow-ups, clarify details, or dive deeper. The Coach remembers the context of your chat.

Get the Most Out of Your AI Coach

Make your answers even more accurate and helpful.

1. Keep your budget updated — The more current your income, expenses, and savings data, the better the Coach's advice fits your real situation.
2. Mention your goals — Reference specific goals (like "my emergency fund" or "paying off credit cards") so the Coach can give goal-aligned suggestions.
3. Ask follow-ups freely — If something isn't clear, just reply — the Coach will explain in simpler terms or suggest next actions. Next steps: Go to your dashboard now, open the Ask Anything card, and try asking your first question. You'll be amazed how quickly you get clarity. Or see Your Next Best Actions for more personalized recommendations to keep moving forward.