Your First Conversation

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

1. Navigate to the Agents page from your dashboard
2. Select the agent that best matches your question
3. Type your question in the chat box
4. 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?"