next gen financial planning 2

https://exmarinefinancialplannerdeck.dovetailscope.com/posts/why-an-ex-marine-financial-planner-brings-a-unique-perspective-to-advice-only-planning

Instead of obsessing over spreadsheets, next gen financial planning uses real-time data and AI to model your entire life—retirement, kids' college, that dream vacation—and adjusts your budgets and investments on the fly as things change. It feels more like having a smart co-pilot than crunching numbers alone.