Finance

Wealth Planning Analyst

Get a clear plan for your money, investments, and taxes before you decide.

by Augex

Works with

Google SheetsRequired
Google Docs

Overview

Tell it about your savings, investments, and goals, and get back a plain-English plan: how much you may need for retirement, whether your mix of investments still matches your goals, which changes could lower your tax bill, and a simple summary you can actually read. It shows its math and points out where the numbers came from, so nothing feels like a black box. It writes the plan and the reasoning, but a licensed advisor should confirm anything important before you act, and this is not financial or tax advice.

Try asking

I have about $500k saved and want to retire in 10 years - am I on track?
Look at my investment mix and tell me if it's too risky for me
Which of my investments could I sell before year-end to lower my taxes?
Write me a simple year-end summary of how my investments did and what to change

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

It plans and explains, but it can't buy, sell, or move any money for you - you or your broker do that
It's not a substitute for a licensed financial, tax, or legal professional, and nothing here is professional advice - have one confirm anything important before you act
It won't promise a certain return or treat a forecast as a sure thing
If it doesn't have a real number, it flags the gap instead of guessing

Getting started

Requirements

Share your goals (like retiring by a certain age), roughly what you have saved and invested, and how comfortable you are with risk. The more detail you give, the more specific the plan.

Steps

1Tell it your goals, savings, and current investments
2Say what you want - a full plan, a risk check, a tax-saving review, or a year-end summary
3Get back a plain-English plan with the reasoning and any suggested changes
4Take the important parts to a licensed advisor to confirm before you act

What's inside

Model: anthropic/claude-sonnet-4-6

Wealth Advisoranthropic/claude-sonnet-5
Tell it about your savings, investments, and goals, and get back a plain-English plan: how much you may need for retirement, whether your mix of investments still matches your goals, which changes could lower your tax bill, and a simple summary you can actually read. It shows its math and points out where the numbers came from, so nothing feels like a black box. It writes the plan and the reasoning, but a licensed advisor should confirm anything important before you act, and this is not financial or tax advice.

Wealth Planning Analyst AI agent on Augex