About AI Financial Planning
Fast, free, unbiased financial education
How your AI was created
FAQ
Why is my financial plan free?
We offer a marketplace where companies bid to connect with individuals like you based on the criteria in your plan. The top three bids win, meaning you're matched with companies that believe they can provide you with the most value. You stay in control, deciding if and how to follow up, with simple opt-out options. Anasova does not endorse or vet the companies, ensuring a neutral process. Only limited data is shared—just your email, no phone numbers—protecting your privacy while giving you access to tailored opportunities.
What data is required?
No account-specific information, nothing that can identify you, no address, no phone number, not even a zip code. We only ask high-level questions that let our AI and algorithms generate a thoughtful plan.
Is email required to build a plan?
Yes. However, many services allow you to mask your email address, enabling you to remain fully anonymous if desired.
Is my plan connected to the AI Financial Advisor?
At this time, no. Your conversation with our AI Financial Advisors is completely anonymous. While discussions may be reviewed for quality assurance, we do not link any plan data to individual users. We believe a fully free and anonymous experience is the best approach from both a privacy and regulatory standpoint.
Then how do you make money?
We generate revenue in two ways:
- When users complete plans, our marketplace instantly matches companies to the plan.
- When you click on a link on our Take Action page. We may earn money from your click or for subsequent actions you take.
This site and the corresponding report and tools such as AI Financial Advisors (the "Materials") are for education and information purposes only. The Materials do not contain personalized advice nor do they contain financial, legal, investment, insurance, banking, credit, or lending advice in any jurisdiction. The Materials lack sufficient detail and disclaimers for you to make any actionable decisions. You will use the information in the Materials for thoughtful conversation and rigorous debate with your advisors to determine how these ideas may or may not relate to your unique situation, health, personal needs, goals and risk tolerance. Anasova does not manage money or offer investment, credit, banking, lending, or insurance products or services. Not an offer to purchase or sell any security, of any type, in any jurisdiction. By using this website you agree to our Terms of Use, Privacy Policy and Advertiser Disclosure and consent to share your email address with a maximum of three advertisers. AIFinancialPlanning.com and FreeFinancialPlan.com are services of Anasova, Inc.. FreeFinancialPlan.com is a registered trademark of Anasova, Inc.
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