Ready to chat with Warren, Charlie, or Elizabeth? Here's how to get started:
Choosing an agent
Warren - General financial planning, budgeting, wealth building Charlie - Tax planning, deductions, tax optimization Elizabeth - Investment risk analysis, portfolio review
Starting a conversation
- Navigate to the Agents page from your dashboard
- Select the agent that best matches your question
- Type your question in the chat box
- Click Send or press Enter
Tips for better responses
- Be specific about your situation
- Include relevant numbers (income, expenses, etc.)
- Upload documents for personalized advice
- Ask follow-up questions for clarification
Example questions
For Warren:
- "Help me create a budget for my household"
- "What's the best strategy to save for a house down payment?"
For Charlie:
- "What tax deductions am I missing as a freelancer?"
- "Should I contribute to a traditional or Roth IRA?"
For Elizabeth:
- "Analyze the risk of my current investment portfolio"
- "Is this stock a good investment for my risk tolerance?"