next gen financial planning 7
https://getcompassionatefinancialedge.alderbrief.com/posts/the-value-of-compassionate-financial-planning-in-an-advice-only-model
Next gen financial planning uses AI to adapt to your life in real time. Instead of static spreadsheets, it tracks your spending and investments to adjust savings goals automatically. I like how it squeezes out extra cash for vacations or emergencies without overwhelming you with data.