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Ask Finn: Your Personal CFO for Smarter Money Decisions

Budget, plan, and invest with scenario analysis built around your numbers. Ask Finn answers questions using your data - not generic advice - with no bank linking required.Ask any question, run what-if scenarios, and get clear next steps on your terms.
Ask Finn Q&A
Scenario Planning
You Stay In Control
Privacy-First
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Ask Finn Personal CFO dashboard

What Is Ask Finn (Personal CFO)?

Ask Finn is a privacy-first Personal CFO that helps you make smarter money decisions with scenario analysis. Instead of handing control to a robo-advisor or relying on generic AI, you can ask questions, test what-if decisions, and see clear outputs based on your inputs and optional uploads.

No bank linking requiredNo sales callsBuilt for DIY planning

Why Ask Finn Is Different

Grounded In Your Numbers

Ask Finn is designed for your real inputs and optional uploads, so your answers reflect your situation - not generic averages.

Scenario Engine, Not Chat Alone

Run structured what-if scenarios across budgeting, retirement, and investing to see tradeoffs and next steps.

You Stay In Control

Unlike robo-advisors, Ask Finn helps you understand options without taking over your accounts or pushing products.

Ask Finn vs Robo-Advisors and Generic AI Tools

FeatureAsk Finn (Personal CFO)Robo-AdvisorsGeneric AI Tools
Scenario analysis across money decisionsYesLimitedVaries
Q&A grounded in your numbersYesNoSometimes
Works without bank linkingYesNoRare
No product push / no sales callsYesOften noVaries
Clear explanations and next stepsYesLimitedOften opaque
Generic AI tools vary widely. Ask Finn is built specifically for scenario-based personal finance workflows.

Example Questions Ask Finn Can Answer

Budgeting

  • Where is my money going, and what should I change first?
  • Can I afford a higher rent with my current cash flow?
  • How do I consolidate spending across cards without bank linking?
Explore budgeting

Retirement

  • Can I retire at 55 with my current savings and contributions?
  • How long will my savings last if markets underperform?
  • What savings rate closes my retirement gap?
Explore retirement

Investing

  • What allocation matches my risk tolerance and timeline?
  • What if I raise contributions by 5% - what changes?
  • Should I rebalance now or wait?
Explore investing

Ask Finn (Personal CFO): FAQ

What is Ask Finn (Personal CFO)?
Ask Finn is a privacy-first Personal CFO that helps you budget, plan, and invest with scenario analysis using your numbers, so you stay in control of the decision.
How is Ask Finn different from generic AI chatbots?
Generic AI chat can be helpful, but it is not built for structured personal finance workflows. Ask Finn is designed for scenario-based planning and grounded answers using your inputs and optional uploads.
How is Ask Finn different from robo-advisors?
Robo-advisors typically manage investments for you and often require account linking. Ask Finn helps you analyze tradeoffs and run what-if scenarios so you can decide, with privacy-first workflows.
Do I need to connect my bank or brokerage accounts?
No. Ask Finn works without bank linking. You can use manual entries and optional uploads to get answers and scenarios.
Is Ask Finn regulated financial advice?
Ask Finn provides educational insights and scenario analysis, not regulated financial advice. For major decisions, consider consulting a licensed professional.

Ready to Try Ask Finn (Personal CFO)?

Start free and get answers using your numbers - no bank linking required.

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Privacy-first. No sales calls. You control your data.