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Fire the Fees: Be Your Own Financial Advisor Build a Professional Investment Plan with AI - the DIY Guide for Everyday Investors - Couverture souple

Quesada, Dr Jose

 
9798187708512: Fire the Fees: Be Your Own Financial Advisor Build a Professional Investment Plan with AI - the DIY Guide for Everyday Investors
Couverture souple
ISBN 13 : 9798187708512
Editeur : Independently published, 2026

Synopsis

THE DIY INVESTOR'S GUIDE
Why pay 1% a year for a template?
A good Investment Policy Statement is the plan professionals use to invest, withdraw,
and manage money for life. You don't need to hand over a slice of your savings every
year to get one. With today's Al tools and this book, you can build a professional-grade
plan yourself - in a weekend.

INSIDE THIS BOOK
• Copy-paste prompts to build every section with ChatGPT or Claude
• The exact inputs to gather - and how to organize them with Al
• How to make Al do the math - allocations, withdrawals, projections - and check it
• All fourteen sections a complete IPS should contain
• Complete example plans for every stage of life

"Keep the plan. Keep the fee."

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Independently published
Date d'édition
2026
Langue
anglais
ISBN 13 
9798187708512
Reliure
Broché
Nombre de pages
82
Coordonnées du fabricant
Manufactured by Amazon on behalf of the author
https://www.amazon.fr/hz/contact-us

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