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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
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.
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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
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Fire the Fees
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Fire the Fees
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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
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Fire the Fees (Paperback)
Print on DemandSeller: CitiRetail, Stevenage, United Kingdom
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Paperback. Condition: new. Paperback. THE DIY INVESTOR'S GUIDEWhy 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 everyyear to get one. With today's Al tools and this book, you can build a professional-gradeplan 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." This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. Seller Inventory # 9798187708512
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