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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 - Softcover

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
Softcover
ISBN 13: 9798187708512
Publisher: 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."

"synopsis" may belong to another edition of this title.

Publisher
Independently published
Publication date
2026
Language
English
ISBN 13 
9798187708512
Binding
Paperback
Number of pages
82