Best Practices for New Users

Get the most value from Warren AI with these proven strategies.

Starting Strong

Week 1: Foundation

Day 1-2: Setup and exploration

• Complete account setup
• Try each AI agent once
• Upload 1-2 key documents

Day 3-4: Focused conversations

• Ask specific financial questions
• Review conversation history
• Note which agent fits which needs

Day 5-7: Document and organize

• Upload remaining documents
• Organize by agent (assign docs)
• Set regular check-in schedule

Communication Best Practices

Be Specific

❌ "How should I invest?" ✅ "I'm 35 with $50K to invest. Should I focus on index funds or individual stocks for retirement in 30 years?"

Provide Context

Include relevant details:

• Your age and situation
• Financial goals and timeline
• Risk tolerance
• Current financial state

Ask Follow-ups

Don't settle for surface answers:

• "Can you explain that differently?"
• "What are the alternatives?"
• "What if my situation changes?"

Use All Three Agents

Each has unique strengths:

• Warren for strategy and planning
• Charlie for tax implications
• Elizabeth for investment risk assessment

Document Management

What to Upload

High Priority:

• Recent bank statements
• Investment account statements
• Latest tax return

Medium Priority:

• Pay stubs or income proof
• Major loan documents
• Insurance policies

Optional:

• Budget spreadsheets
• Financial goals documents
• Net worth tracking sheets

How to Organize

• Name files clearly
• Assign to relevant agents
• Update regularly (quarterly)
• Remove outdated documents

Regular Routines

Weekly Check-ins

• Review recent conversations
• Update budget or goals
• Ask one new question

Monthly Reviews

• Upload new statements
• Check analytics
• Evaluate progress on goals

Quarterly Deep Dives

• Review all financial accounts
• Update documents
• Have strategic planning session with Warren

Maximizing Value

Free Tier Users

Make every conversation count:

• Prepare questions in advance
• Upload key documents first
• Focus on high-impact advice
• Consider Premium if hitting limits

Premium Users

Take full advantage:

• Don't hesitate to ask questions
• Upload comprehensive documents
• Experiment with different agents
• Request detailed analyses

Common Mistakes to Avoid

1. Vague Questions: Be specific about your situation
2. No Documents: Upload context for better advice
3. Ignoring Follow-ups: Dig deeper into answers
4. Using Only One Agent: Each has unique expertise
5. Not Tracking Progress: Review analytics regularly
6. Skipping Updates: Keep documents current

Advanced Techniques

Scenario Planning

Ask "what if" questions:

• "What if I lose my job?"
• "What if I get a 20% raise?"
• "What if markets drop 30%?"

Comparative Analysis

Get multiple perspectives:

• Ask Warren about overall strategy
• Ask Charlie about tax impact
• Ask Elizabeth about investment risk

Goal Tracking

Set up systematic tracking:

• Define specific financial goals
• Ask agents about progress
• Adjust strategy quarterly

Getting Unstuck

If you're not getting value:

1. Upload more documents: Context = better advice
2. Be more specific: Detail your exact situation
3. Ask different agents: Fresh perspectives
4. Review past conversations: Build on previous discussions
5. Contact support: We're here to help

Success Metrics

Track your progress:

• Engagement: Regular conversations with agents
• Action: Implementing advice received
• Progress: Moving toward financial goals
• Confidence: Improved financial decision-making
• Knowledge: Understanding your finances better

Community & Learning

Stay engaged:

• Read our blog for tips
• Check resources for calculators
• Join discussions (coming soon)
• Share feedback for improvements

Remember: Warren AI is a tool to supplement your financial knowledge. For major decisions, consider consulting with licensed financial professionals.