Description
Everything in Growth, PLUS:
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AI Wealth Coach – A 24/7 intelligent money coach with real-time advice.
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Advanced Investment Portfolio Builder – Personalized portfolios with auto-adjust features.
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Predictive Financial Forecasting – 1–10 year projections for savings, debt, and net worth.
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“What If?” Scenario Simulator – Test outcomes for major life decisions (new job, car purchase, moving, etc.).
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Debt Optimization AI – Smart payoff strategies unique to your financial situation.
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Tax Planning Insights – AI projections + recommended adjustments.
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Monthly Personalized Financial Report – A full breakdown of progress, risks, and suggested next steps.
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Elite Learning Library – Advanced lessons, courses, and financial modeling tools.
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Priority Support – Faster customer service and optional human advisor add-on.



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