Meet your advisory team
Five expert AI advisors, each with deep domain knowledge. Together they cover every angle of your biggest decisions.
5 expert advisors. 30 domains.
Each advisor is an AI specialist with deep domain knowledge and a distinct perspective. They don’t just answer questions — they connect dots across your entire situation.
Dave
Business & Money
Tax strategy, business formation, investing, financial planning, real estate, and accounting. Dave finds the deductions you’re missing and the structures that save you money.
I’m a freelancer making $120K. Should I form an S-Corp?
Great question — and the answer is almost certainly yes. At $120K, an S-Corp election could save you $8,000–$12,000/year in self-employment taxes. Here’s how it works: you’d pay yourself a “reasonable salary” (say $70K), and take the remaining $50K as distributions, which aren’t subject to the 15.3% SE tax. I’d also want to look at your retirement setup — a Solo 401(k) through the S-Corp could shelter another $23K+ from taxes. Want me to run the full comparison?
Explore each advisor
Every advisor has their own page with topics, sample questions, and a direct line to start chatting.
Dave
Business & Money
The deductions you're missing. The structures that save you money.
Erika
Legal & Protection
The legal risks you didn't know you had — explained in plain English.
Walter
Life & Planning
Life's biggest financial moments — navigated with confidence.
Jaya
Government & Benefits
Every dollar you're owed from programs you didn't know existed.
Norm
Insurance & Risk
Make sure you're covered — and not overpaying for it.
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