Your Personal AI-Powered Health and Wealth Coach
AI is revolutionizing the way we plan for and manage our health and finances. Unlock the potential of tomorrow's technology today.
Concerned about your or a family member's ability to make sound financial decisions? Get a check-up.
The Decision-Making Fitness Assessment is a short quiz that evaluates a person’s risk for sub-optimal financial decision-making and exploitation. It is grounded in a clinical study conducted at Massachusetts General Hospital.
What is the likelihood that someone you care about is experiencing cognitive decline? Check the odds.
The Cognitive Impairment Probability Calculator estimates a person's likelihood of having dementia or Mild Cognitive Impairment (MCI) at any age. It is based on data sourced from the Alzheimer’s Association and the American Academy of Neurology.
New! Training Classes!
Check out our innovative, expert-informed training classes for financial professionals and employees.
Make Smarter Choices
Clinically-based coaching empowers safer, more informed, and more cost-effective decision-making
Determine Next Steps
Personalized recommendations quickly prioritize responses to health events and financial challenges
Have Better Conversations
Clinically-based conversation guides facilitate family discussions on "difficult" topics
Get Organized
Holistic guidance helps reduce complexity, simplify finances, and alleviate stress
Leverage Engagements
AI-powered knowledge repository enables more productive interactions with financial, legal, and healthcare professionals
Smarter Decisions. Superior Plans. Better Conversations.
GPT model trained using research and advice from experts in financial planning, geriatrics, and mental and behavioral health
Calculators estimate life expectancy, expected number of long-term care years, and cognitive impairment likelihood
Health and financial event troubleshooting algorithms help determine what to do next
Clinically-based behavioral assessments identify at-risk behaviors, cognitive issues, and financial literacy gaps
Health and wealth planning guides provide step-by-step instructions
Downloadable reports, checklists, conversation scripts, and planning guides make sharing easy
Enterprise Licensing and Customization
Enterprises can purchase licenses for unlimited distribution to clients and/or employees.
Customization options include GPT model training, company content integration, and white-labeling.
Financial professionals – Facilitate more productive client engagements, enrich the client experience, and enhance loyalty and trust.
Employers – Help educate employees on the importance of health and wealth planning and demonstrate that you are dedicated to their financial, physical, and emotional wellbeing.
Benefit providers and consultants – Enhance product offerings by adding an innovative AI-powered health and wealth coach with broad applicability for benefit recipients.
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