Questions you can ask AI Advisor

AI Advisor is designed to understand your financial questions in plain language — no complicated formulas or jargon required. Whether you’re exploring a single change or modeling out a major life event, AI Advisor can run the numbers and show you the impact on your financial plan.

Ask about “What if” scenarios

You can explore the potential impact of different decisions, such as:

• Life events: “What happens if I buy a house in 2027?”
• Career changes: “How would a $20,000 pay cut affect my plan?”
• Family planning: “Add a child in 2026 and show me my cash flow.”
• Retirement timing: “Can I retire five years early?”

Ask about your cash flow

AI Advisor can break down how your decisions might affect your money month-to-month or year-to-year:

• “What will my cash flow look like if I buy a new car next year?”
• “How will my cash balance change if I increase my monthly savings by $500?”

Ask about your chance of success

You can check how likely you are to meet your goals:

• “What’s my chance of retiring with $2 million?”
• “If I take a sabbatical next year, how does my success rate change?”

Ask for ideas

AI Advisor can suggest possible actions or adjustments based on your plan:

• “Recommend ways to improve my retirement outlook.”
• “Suggest changes to pay off my debt faster.”

Tips for asking questions

• Use natural language - AI Advisor understands conversational phrasing
• Be specific with dates, amounts, and events for more accurate modeling
• Remember: for the most personalized answers, connect your accounts and complete your Risk Profile